Nobody knows all of the answers, but it is vital that they know how to find them. With an extensive fiduciary and investment management background, Paul has worked as a trust officer, loan officer, insurance agent, estate planner, and investment consultant for major banks and insurance companies. Since 1988, he has assisted high net worth clients with their investment, estate planning, insurance, and borrowing needs. When he doesn't know the answer, you can depend on him to find it!
Paul attended the Katz School of Business - Center for Fiduciary Studies and received the Accredited Investment Fiduciary Auditor certification. Previously he also earned the Certified Investment Management Consultant.
He serves as the President of Beacon Fiduciary Consulting, LLC, a fee-only consulting firm assisting trustees and other fiduciaries in the fulfillment of their duties. He provides life and long-term care insurance products as an agent marketing under the name Beacon Insurance Solutions, LLC.
Paul is also an author and his first book, Investiphobia - You Can Invest Without Fear, is available at Amazon.com.
Paul had sung with many area performing groups including the Virginia Symphony Chorus, Virginia Chorale, and the Norfolk Cantata Chorus. He enjoys hiking, biking, travelling and, on occasion, attempts to play golf.
