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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

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