Investment Advisor Representative
Paul is a self-taught investment advisor representative with nearly 30 years of experience providing financial advice to family and friends aiming to provide solutions to clients that are simple, transparent, and accountable.
Paul “retired” in 2011 after a 34-year career with the U.S. Department of Agriculture (USDA), 20 of which were spent in Washington, DC, working in various capacities with the domestic and international agricultural industry. During that time, prudent, low-cost investing, which started as a personal necessity, became Paul’s hobby and lifelong passion. As a self-taught investor, he has managed money and provided financial advice to family and friends for nearly 30 years. Post retirement, Paul returned to the University of Toledo to complete his bachelor’s degree in interdisciplinary studies majoring in finance and communications. He graduated magna cum laude in 2012.
Since graduating in 2012 he has served as a licensed Investment Advisor Representative. His goal in helping others is rooted in the belief that if he can help improve a family’s financial situation, every other area of their lives will be influenced in a positive way. Thus, he aims to provide solutions that are simple, transparent, and accountable.
The financial world of the 21st century calls for sound, proven strategies & solutions. As the baby boom generation ages, private pensions vanish, & social security nears insolvency, personal investing becomes more important all the time.
Utilizing professional money management strategies and concepts, Paul strives to help his clients get the most “bang” for their investment buck while reducing downside and/or market-timing risk.
Paul, a Toledo native, grew up in the west side/Franklin Park area, graduating from Whitmer High School in 1976. He now lives in Holland, Ohio.
In his spare time (a relative term), Paul enjoys bicycling, traveling, spending time with his dog, Max, and simply relaxing in his easy chair working a crossword puzzle.