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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

Additional Thoughts

Retail sales surge in March
Jim Baird Wealth Management
Blog April 18, 2019 1 min read
Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Rising gas prices nudged CPI up to 1.9% in March
Jim Baird Wealth Management
Blog April 10, 2019 2 min read