Industry experience: 20+ years
Director since: 2009
Areas of expertise: Financial planning, financial markets and current Global themes.
Biggest strength: Building relationships with clients through open and honest conversations.
Favourite part of the job: Making what seems impossible on paper possible so people can achieve their personal and professional goals.
On the weekends you’ll find me: Keeping Herd’s in business by cooking copious amounts of steak on my Green Egg, hitting the gym or cruising the hwy on my Indian.
Number 1 on my bucket list: To have a beer with Clint Eastwood, Larry David and Greg Norman in an old saloon bar in Wyoming.
Client kudos: “Paul makes us feel calm and relaxed. We love the way he takes the time to be interested in us and our personal lives.”