Paul’s role at Legacy Financial is to advise and counsel; not only the clients but fellow employees as well. And he’s certainly qualified to pass on his wisdom! Paul is in his 38th year in the financial industry and is a Senior Financial Advisor with Legacy Financial Advisors.
Paul is a graduate of the University of Kentucky. After graduating, he spent two years as the Assistant Director of Development for Thomas More College. Paul currently serves on the board of The Horizon Community Fund. He is the past Chairman of the St. Elizabeth Foundation, a past President of the University Club of Cincinnati, and a past chair of the Fine Arts Fund of Northern Kentucky.
Before Legacy’s inception, Paul spent 21 years as a financial planner with Lincoln Financial Advisors. Paul has also earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS). He has authored numerous articles and conducted various lectures at professional seminars on financial planning, estate planning, and business succession topics. His articles can be found in various local papers and magazines, such as the Cincinnati Business Journal. Paul is an Investment Advisor Representative through Legacy Financial Advisors.
A result of Paul’s work that he most looks forward to is helping the clients of Legacy Financial achieve a sense of clarity and peace with their finances. Looking to the future, Paul hopes to grow and nurture the team at Legacy Financial. He appreciates that his fellow advisors and team members, aside from being eager to learn and incredibly smart, all seem to deeply care for their work and the legacy they leave behind through their time with clients.
When he’s not at the office, Paul likes to spend his free time with his wife, grandkids, golfing, and playing squash.