Paul has over 40 years experience as a CPA, and 20 years as a Financial Advisor. The combination of expertise in both areas gives him the unique ability to manage a client's financial assets with a critical eye on taxes.
Avantax Wealth ManagementSM provides him with powerful tools to help clients create a smart financial plan*, tools to help clients maximize wealth, while minimizing taxes in the process.
He has managed his own accounting firm since 1995 and financial advisory practice since 2000.
* Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC
Investment Advisory Services offered through Avantax Advisory ServicesSM
Insurance Services offered through an Avantax affiliated Insurance Agency