Paul comes from over 15 years of experience in the Oil and Gas industry, as well as experience in real estate investments. He serves as a Finance Associate at Pinnacle Investment Advisors, where he specializes in Retirement Planning, Wealth Management, and Estate Management. He finds his greatest professional fulfillment in helping you design a portfolio that aligns with your specific goals.
Build a foundation for success.
Paul focuses on building trust and confidence as he plans for your unique objectives and time horizons. He combines open communication with a compassionate commitment to your vision to help you reach your financial milestones. This dedicated approach ensures you have a solid strategy for long-term growth.
Connect beyond the balance sheet.
When he is not designing financial roadmaps, Paul stays active through regular workouts. He follows the Houston Astros and enjoys the discipline of Mixed Martial Arts. His drive for excellence in his personal interests reflects the same energy he brings to your financial planning.