Paul joined HB Wealth in January 2025 after working with WMS Partners since June 2021. As an Associate Wealth Advisor, Paul supports the advisory team in areas such as cash flow analysis, investment management, and holistic financial planning. He plays a key role in helping ensure that clients’ financial strategies are well-coordinated and aligned with their goals. His attention to detail and understanding of clients’ needs support the delivery of timely and strategic financial guidance.
Prior to joining HB, Paul was a Support Financial Advisor with Klauenberg Retirement Solutions.
Paul holds a Bachelor’s degree in Business & Economics from Wheaton College. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
In his free time, Paul enjoys spending time outdoors with loved ones, including frequent park visits and hikes with his dog. He appreciates staying active and making the most of nature and fresh air.