Paul is a Managing Partner of The Preferred Client Group who began his career as an intern for Prudential-Bache Securities in 1983. Paul firmly believes in education and is constantly continuing his own studies to provide his clients with the best advice and guidance possible. He has earned the prestigious CERTIFIED FINANCIAL PLANNER TM certification in his commitment to that goal. Paul’s practice concentrates on multi-generational planning with client’s entire families built on principles of trust, integrity, and understanding. These principles allow him to provide his clients with meaningful guidance that is designed to help achieve clearly defined goals and objectives.
Paul earned his undergraduate degree from The University of North Carolina at Chapel Hill. He has lived in the Triangle for more than 35 years. He and his wife Maggie have two children. Paul is also a nationally recognized and sought-after public speaker and humorist.