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Paul oversees Centralized Estate Services for Cerity Partners and is a Partner based out of Denver, Colorado. He works with Cerity Partners’ advisors to review existing client estate planning documents, recommend additional estate planning strategies for clients, and ensure proper implementation of a comprehensive client estate plan. Paul has more than twenty-five years of experience in legal and estate planning matters.

Prior to joining Cerity Partners, Paul worked with a registered investment advisor and trust company that was originally started as a single family office servicing the founding family of one the country’s best-known public corporations. Paul also has experience working in the banking industry where he assisted clients with complex estate planning, lending, probate, and trust administration matters. Prior to entering the wealth management business, Paul spent 15 years as a practicing attorney focused on working with individuals and closely-held business owners in the areas of income tax planning, estate planning, real estate, asset protection, probate, and corporate law.

Paul earned a B.S. in Finance and his Juris Doctor from Florida State University. He also earned a Master of Laws in Taxation (LL.M.) from the University of Florida. Paul is admitted to the Florida Bar and the Colorado Bar.

 

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