As a Partner and Director of Client Experience, Paul works closely with our clients and collaborates with their advisors to provide integrated wealth management advice and counsel to create custom solutions to best achieve their goals and objectives. Prior to joining Maslow Wealth Advisors in 2006, Paul was with Bernstein Investment Research and Management as an Investment Planning Analyst. In this role, Paul acted as a liaison between his clients and their professional advisors to develop high-level investment strategies to solve complex wealth management issues with a primary focus on financial planning.

Paul has a Bachelor of Business Administration in finance from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™ professional.

Paul is a University of Texas sports fan and has a deep passion for food, wine, and craft beer experiences. Fun fact! Paul once spent two months on the Big Island in Hawaii with his brother on sabbatical.