Experience and Education
Paul focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their long-term goals.
Paul has a bachelor’s degree from Oregon State University and an MBA in finance from Portland State University School of Business.
Paul lives in Portland with his wife, Lakin, and their Labradoodle, Juniper. Together, they love discovering new hikes in the Columbia River Gorge and going on road trips up and down the coast. Paul is also an avid runner and a guitar player. He enjoys spending time with friends and family.