Paul is a strong proponent of putting his client’s interest first, which is what drew him to the fiduciary space. He understands that each client is unique so their plan should be too, and he has an unwavering commitment to providing excellence across his entire advisory team. By always listening first and then providing advice that is delivered with transparency, Paul helps each client balance their needs of today with guidance that focuses where they want to be in the future.
After 30 years as an independent investment advisor and co-founder of The Insight Group, Paul is pleased to join EP Wealth Advisors, expanding the capabilities he can offer to his clients. Having served in many industry leadership positions early in his career, Paul brings unique perspective to each client’s circumstances.
Paul earned a B.A. in Finance, Cum Laude, from the University of Utah. He holds the CERTIFIED FINANCIAL PLANNER™, the Chartered Financial Consultant and Chartered Life Underwriter designations.
When he is not working, Paul loves spending time exploring the outdoors with his wife Lisa, their four married children and spouses, and eight amazing grandchildren. Herein lies the true treasure of life!
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