Paul provides business development, investment consulting and wealth advising support to financial advisors in Michigan, Ohio and Kentucky. Paul has worked with financial advisors in a consulting role since 2003. Before joining AssetMark, Paul most recently worked with Advisors Asset Management, based in Lisle, Il, helping advisors provide for their clients' needs using managed accounts and unit investment trusts. Paul also worked with Genworth Wealth Management and formerly worked in both internal and external roles with First Trust Portfolios based in Wheaton, Il, helping advisors build fee-based businesses using ETF and managed accounts beginning in 2003.
Paul has a degree in business management from Brigham Young University - Idaho and holds FINRA series 7, 63 and 65 licenses.