Biography
A member of Accredited’s Wealth Management group, Paul is responsible for wealth planning analysis and the execution of planning strategies.
Paul has experience in tax and estate planning, most recently as an advisor for a national financial services firm where he worked with high net worth clients.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Cornell University – B.A. in Sociology & Anthropology
• University of Minnesota – J.D.
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely by living in a great town. I spend about 10 minutes per day commuting in total. Living near the office gives me the flexibility to spend partial days remotely, getting home quickly, and getting those extra few minutes of sleep. Prioritizing location in housing has been a huge win for me and my personal work/life balance.
“I can’t go back to yesterday because I was a different person then.”
Lewis Carroll
