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Paul is the Director of Financial Planning at Richardson. Paul’s responsibilities include managing the firm’s financial planning services, new business development and providing comprehensive wealth planning and management to clients. Paul is a Member of the firm’s Executive Committee and Investment Committee.

Prior to joining Richardson, Paul was the Director of Tax for one of the most well respected Multi-Family Offices in the country. He was responsible for all aspects of financial management for ultra high net worth families. Before that, he was a Financial Advisor for Marshall & Ilsley and Merrill Lynch where he specialized in comprehensive financial planning for high net worth businesses, families and individuals.

Paul was also a Supervisor at Clifton, Gunderson, LLC where he specialized in small business and individual taxation as well as Pension Administration.

Paul earned his BS from the University of Wisconsin – Stevens Point with a double major in Accounting and Finance. He is a Certified Public Accountant and he has also passed the Series 7, 63 and 65 NASD examinations.