Named a 2024 Forbes Best-In-State Wealth Advisor, Paul holds the CERTIFIED FINANCIAL PLANNER® certification—the highest credential within the financial planning industry. Paul’s work wouldn’t be possible without his outstanding team members, who share his passion for excellence. Paul and his team provide successful individuals and institutions with a financial roadmap for their future, overseeing the management of their wealth planning and financial details. They emphasize integrity, work ethic and intellectual rigor. The team’s clients consist of founders, CEOs, senior executives, highly successful professionals and institutions.
Paul began his career as an institutional investment banker at Credit Suisse, providing analysis for corporate mergers, acquisitions, IPOs, LBOs and financings. Highland Capital Management then recruited him to work on a team managing private and public equity and fixed income investments. Prior to his career, Johns Hopkins University admitted him to its economics Ph.D. program with a full academic fellowship. He also holds a certificate in financial planning from Northwestern University. This varied experience provides Paul with a unique perspective.
Outside of his career, Paul supports music organizations— he’s currently on the Board of Governors of the Dallas Symphony Orchestra. He believes in the power of the arts to transform young lives, which he’s experienced firsthand. Raised by a single mother, Paul grew up in an environment with little economic or educational opportunity. His mom did her best, but she had a limited understanding of how to help him develop.
That changed one day during a free school field trip to The Florida Orchestra. The music captivated Paul, and he began music training at school. Although he eventually made the difficult decision not to pursue a music career, training as a classical musician exposed Paul to opportunities he otherwise wouldn’t have known existed. He has seen this happen to many other kids. He owes his success in life to the generosity of strangers who supported programs that exposed him to music as a child. Paul feels very fortunate and excited to be able to support similar causes as an adult.
