Experience and Education
Paul works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.
Prior to joining Mariner Wealth Advisors, Paul was a financial advisor for Cascadia Wealth Management. He has spent more than 20 years as a wealth advisor in the Portland area. He enjoys helping clients with financial planning, investment planning and tax.
Paul has been recognized by Five Star Professional and Portland Monthly magazine as a Five Star Wealth Manager in Portland for the last nine Years.
Paul has been a volunteer baseball coach and soccer coach for more than 10 years. He and his family enjoy racquetball, fishing, golfing, tennis, skiing and camping.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland Monthly magazine. To view the full disclosure and award criteria, visit: https://fivestarprofessional.com/awardwinners/porwm.