Qualifications
After working with a real estate investment firm in the United Kingdom, Paul founded a successful Yacht Management company, then spent over 10 years working directly for wealthy families around the world. He became a Financial Advisor in 2000. Prior to this Paul attended Whiteknights College at Reading University, England. Paul has earned the designation of CERTIFIED FINANCIAL PLANNER™, after completing the extensive curriculum required. He is a frequent public speaker on topics ranging from ‘Global Investment Strategy’, 'Customer Commitment' to ‘What Ocean Sailing teaches you about Life!’
Personal
Paul is a trained and experienced public speaker, he uses his fascinating background as a racing sailor and captain of some of the largest private yachts in the world to illustrate the techniques he uses to help his clients be successful.
Born in a small fishing village in the southwest of England, Paul grew up with little, as his mother struggled to feed her two sons on her own. Sailing opened a door into a world of money, travel and exposure to some of the most successful people in the world. From Paul's first jobs selling menswear and real estate to a career split between the yachting industry and finance, Paul has started, built and sold companies in different parts of the world. Today he uses these experiences to help his wealth management clients.
Paul lives in Dripping Springs with his wife, Kathryn and their three children. Paul has served on the Board of The Leukemia & Lymphoma Society and is a Past Commodore of the Austin Yacht Club. He enjoys the outdoors, horse riding and sailing.
