Prior to joining Wealth Planning & Management, LLC. in 2004, Paul was a financial advisor and retirement planning specialist with a large Wall Street investment bank.
Paul authored the book "Asset Protection & Wealth Preservation: A Guide to Help You Avoid Common & Costly Mistakes." He has been quoted in national publications such as BusinessWeek, Success Magazine and The Wall Street Journal on investing and wealth management topics. Worth magazine has named Paul one of the top 250 wealth advisors in the U.S.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional which is the most recognized financial planning designation. He is also a Chartered Financial Consultant (ChFC®), the most extensive education available for professionals seeking a designation in financial planning. As a Certified Estate Advisor (CEA®) and a member of the National Association of Financial and Estate Planning, Paul has extensive knowledge of estate planning and asset protection strategies. He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only compensation and fiduciary standards.
Paul is a past president of the Indiana Chapter of the National Association of Stock Plan Professionals. He has been active with the Entrepreneurs Alliance of Indiana, the Indiana Venture Capital Task Force, and the Finance Academy of Central Indiana. He has also served as the president of The Financial Planning Association of Greater Indiana.
Paul lives in Fishers, Indiana with his wife Ann and their son.