Client Advisory


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.


  • B.S. in Accounting from Pennsylvania State University


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

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