Designations and Licenses

Paul is a CERTIFIED FINANCIAL PLANNER® professional.

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.

Personal Interests

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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.