505-603-5456 – Office 303-968-4111 – Mobile

Paul is an Associate of the Alpha Omega Wealth.

Paul enjoys working with families to help better prepare families for their journey into retirement.  Paul is also focused on helping businesses access capitol, benefit from becoming their own bank, maximizing income all while reducing tax exposure.

Paul’s education and training background is extensive:  New Trier High School, Winnetka, IL; (military service [Navy] 4 years); Kendall College, Evanston, IL; California State University – Fullerton; Glendale College, Arizona and Arizona State University. Paul graduated Phi Theta Kappa from Phoenix College, Arizona.  Paul also has an advanced degree – Northwestern, Kellogg MBA, Evanston, IL.

Paul is married to his wife Susan.  Paul has a son Philip, who lives in Northbrook, Illinois, with his wife Anne, and their twins Joseph and Maggie.  Paul’s other son Patrick lives with his wife Melanie in Phoenix, Arizona with their son Lucas.

In addition to financial planning and related services, Paul also enjoys designing and building homes and developing real estate.  Paul is also a Volunteer Wildland Firefighter – Crew Boss, Single Resource.