Vice President & Relationship Manager
Paul works primarily with retirement plan participants, many of whom establish personal accounts long before retirement and continue to work with Paul in their retirement years. His primary clients include physicians, attorneys and other professionals.
He earned a bachelor’s degree in finance from Loras College and has more than three decades of trust and investment management experience, specializing in retirement planning.
Paul serves as Treasurer for the Rotary Club of Bearden and on the Business Advisory Board of Pellissippi State Community College.