Our Team

Paul’s dedicated service spans over 4 decades, starting with a distinguished 20 year career in the United States Air Force. During his Air Force career, between many deployments, he was able to attain his degree through the Community Colleges of the Air Force, along with attendance at Troy University. After retiring from the Air Force in 2000, he immediately pursued his new career as an Investment Representative with Edward Jones. (2000 – 2008)

In January, 2009, Paul transitioned his business and became an Independent Financial Advisor with LPL Financial, the number one independent brokerage firm in the country for 25 consecutive years.* LPL Financial is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

He now has over 20 years of Professional Experience serving clients in numerous states and many military clients serving overseas. Serving active and retired military families continues to be one of Paul’s passions.

Paul holds securities 7, 63, and 66 registrations in numerous states through LPL Financial and also carries life, health, and disability insurance licenses in Florida and Texas. He earned his Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning in 2006.

Paul is the past President for the Main Street Crestview Association, is a member of the Building Industry Association of Okaloosa and Walton Counties, and previously organized and presided as Chairperson for the North Okaloosa Chapter of the March of Dimes, 2010 and 2011. He also served on the Board of Directors for the Crestview Branch YMCA.

Paul and his wife have been been married over 40 years and live in Crestview, FL. They have three children, Justin (wife Christy, granddaughter Lucy, and grandsons Ford and Jack), Jared, and Katie (husband Jordon and grandsons Adam and Eric).  Paul is an avid woodworker and woodturner.  

* Based on total revenues, as reported in Financial Planning magazine. June 1996-2022