Paul brings 12 years of experience in wealth management and provides key investment research for all the wealth advisors of Riverpoint Wealth Management.
Paul began his career in the financial services industry in 2004, as a Financial Advisor at American Express, and has now been with Riverpoint for more than nine years.
Paul graduated from the University of Illinois with a Bachelor of Science in Business Finance in 2003. Paul holds the FINRA Series 7 registration through LPL Financial, and the Series 66 through LPL Financial and Riverpoint Wealth Management. He is currently a candidate in the CFA program.
Paul recently became engaged to his fiancée, Kate.