Our Team

Paul has been in the financial services industry for more than 25 years. He currently holds the CLU and CFP designations. Paul has been a Certified Financial Planner since 1989. Paul is a 1983 graduate of the University of Maryland. Paul is fulfilling a dream to run a truly independent financial services company where the company’s focus is dedicated solely on his client’s goals and dreams. Paul lives in Severna Park with his wife, Jennifer and their 5 children.

Jennifer is returning to the work-force after many years of raising her family. Jen’s career has focused on the banking world where she held many positions in customer service and management. Jen shares Paul’s goal of creating a company where the client is always first, and your satisfaction is at the center of all we do.