Client Advisory

Biography

Paul is a Principal in the Louisville office, where he provides CFO and Business Advisory services to small business owners and nonprofit organizations.

Prior to joining Cerity Partners, Paul served as a CFO/Senior Business Services Advisor at ARGI Financial Group. Before ARGI, he was a CFO for several companies in the financial services, manufacturing and intralogistics, and nonprofit industries with revenues ranging from $100 million to $300+ million.

Education

  • B.S. in Accounting from Pennsylvania State University

Highlights

  • Certified Exit Planning Advisor
  • Certified Public Accountant (Inactive)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.