Vice President & Relationship Manager
Paul is a seasoned retirement and wealth management professional with 45 years of experience helping clients navigate financial decisions with confidence. He specializes in building long-term strategies designed to protect assets, support retirement goals and create lasting financial security through every stage of life.
He earned a bachelor’s degree in finance from Loras College and serves as Treasurer for the Rotary Club of Bearden. He previously served for 20 years on the Business Advisory Board of Pellissippi State Community College.