Paul is one of the founding partners of RJG Financial Services, LLC. He assists with preparing clients’ comprehensive financial plans and annual plan reviews. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals. Paul educates clients on financial planning principles, investment philosophy, portfolio strategies and market views.
Whether working with our individual or business clients, Paul works closely with Rich and the entire team to make sure all the details of client plans are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he may touch base with you periodically to make sure RJG is not only meeting your expectations, but exceeding them! Feel free to contact Paul anytime when “problem-solving” is required.
Paul and his wife, Jessica, have three children, Ethan, Norah and Adam. He enjoys spending time with friends and family, traveling, running, baseball and most things outdoors.