Skip to Content

Experience

As a senior advisor with Plante Moran Financial Advisors, Paul works with clients to develop and implement financial plans to help them reach their financial goals. With more than 12 years of industry experience, he specializes in helping clients maximize their financial potential by developing savings behaviors, implementing debt reduction strategies, understanding their cash flow, determining proper investment allocations, minimizing their taxes, and maximizing their balance sheet - all with the goal of reaching financial freedom.

Paul holds a B.S. from Liberty University and received his M.B.A. in Finance from DePaul University – Charles H. Kellstadt Graduate School of Business.

Specializes In

Additional Thoughts

Market perspectives
Jim Baird Wealth Management
Article December 7, 2018 4 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read
PMFA Special Market Commentary: Equities under pressure
Jim Baird Wealth Management
Video December 6, 2018 3 min watch
Will weakness in housing cause the Fed to blink?
Jim Baird Wealth Management
Blog November 29, 2018 1 min read