Paul is a Vice President, Principal, and MGO’s Chief Compliance Officer. He works with clients, primarily personal wealth clients but also retirement plan clients, to help them grow wealth and to identify and achieve their financial goals, creating financial plans, and managing investments.
“I’m motivated by helping my clients define and meet their goals. I believe happiness is a choice, life is an adventure, there is humor in everything, and all of life’s problems can be solved in a hammock.”
University of Akron, 1983
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Chartered Advisor in Senior Living (CASL)
- Chartered Advisor in Philanthropy (CAP)
- FINRA General Securities License Series 7
- FINRA Securities Principal License Series 24
- FINRA Ohio Securities License Series 63
Interesting Facts
About Paul
About Paul