Paul has been in the financial services industry since 1969. He was the inspiration for his son Jay’s foray into the business, and today, he serves alongside Jay as an advisor at Waycrest Wealth. Paul focuses on tailored investment management, helping clients articulate their objectives and align their investments accordingly. Through his focused conversations and guidance, his goal is to give clients comfort in their financial situations and confidence that they can accomplish their goals. By maintaining strong, communicative relationships, Paul helps clients keep their investments aligned with their ever-evolving goals and gives them peace of mind that a trusted professional is looking out for their best interests.
Paul spent many years contributing to his community and has served as president of various charitable organizations. He also spent 20 years as a pilot, flying across the U.S. east of the Mississippi. Today, he enjoys staying active by golfing and cycling.