Charlotte, NC 28202
Join Our Asurea Wake Forest Team
Meet Our Wake Forest Area Manager
As a seasoned veteran, Paul has over 15 years experience in the Insurance and Financial Services industry, with a broad background in financial planning, consumer credit, insurance, and investing. As a Series 65 licensed Financial Advisor and fiduciary, Paul specializes in helping clients find exactly the right solution for their unique situation. His focus is on educating clients about their choices and helping them plan for a secure financial future.
Originally from Ohio, Paul is a graduate of Kent State University and is the proud father of three teenage daughters. When he is not working, he enjoys traveling, reading, and spending time with family.