Paul began his career with Waddell & Reed in April of 2011 and is a founding member of COVA Wealth Group. Upon graduating from Old Dominion University in 2007, he developed a passion for personal finance. Being the son of an Air Force officer and an elementary school teacher, Paul has the desire to serve others and wants to help people pursue financial independence. Paul specializes in working with professionals in the medical industry. He has made it his mission to educate clients on multiple financial topics so they can make informed decisions to help meet their goals. To better serve clients, Paul is committed to professional growth and is actively seeking out educational opportunities with the goal to become a stronger resource for his clients.
As a CERTIFIED FINANCIAL PLANNER™ professional, Paul’s ambition is to build meaningful long-term relationships with his clients so he can assist them with the accumulation of assets and their legacy. He sincerely believes by having the heart of a teacher and a “client first” approach, he can better serve his clients and their loved ones. He does this by shouldering the complexity of financial planning for you. Paul can help guide you in planning for retirement, investments, insurance, and children’s education.
In February 2020, Paul married his beautiful wife, Britt after meeting during a soccer game years earlier. They are proud parents to twins & to Hank, a chocolate lab, and Masters, a black lab, golden retriever mix. In their spare time Paul and Britt enjoy outdoor activities such as snowboarding, hiking, and running. They also enjoy traveling and checking out the local breweries.
Please do not hesitate to contact his office if you would like to schedule an appointment or have questions. His Operations Coordinator Kristen Hills can be reached at 757-216-9029 or his Assistant Sonia Salazar can be reached at 757-530-4091.
Paul and his team look forward to helping you pursue your financial goals.
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
