Paul is a Senior Wealth Advisor and Managing Partner who joined our team after a successful career as founder of Capital Advisory Group, Inc. With over 30 years of financial services experience, Paul is an established professional with deep knowledge of retirement planning, portfolio management strategies, and fiduciary responsibilities. As an advisor, he believes that thoroughly understanding each person and family’s unique needs is a critical and empowering element of fostering our clients’ financial wellbeing. By doing so, clients receive caring guidance and personalized financial plans that center around their specific morals, values, and goals.
As a lifelong ally to our clients, Paul’s aim is to help each person have the tools and perspectives they need to take charge of their own financial future. He spends time to educate about financial matters and listen to our clients’ concerns, delivering candid, proactive guidance. He’s a licensed Life, Health, Disability, Long Term Care, and Medicare Insurance professional who further advises on life and other asset-transfer strategies. In addition, Paul has been a member of the National Ethics Bureau since 2007. The National Ethics Bureau acknowledges individuals who prove they are committed to upholding the highest ethical standards in their practices.
Every day, Paul finds inspiration in his faith, his family, and the great outdoors. He and his wife, Rena, live in Mooresville, NC, and have three children: Sydney, Faith, and Christian. In his community, Paul is an active member of the Central Lake Norman Golden Boys. In his spare time, you’ll find Paul outside going boating, mountain biking, golfing, among other activities. He also loves to travel, enjoying destinations like the Caribbean and Croatia, and going on mission trips, where he’s been to Chile and Nicaragua.
