At Client Centric Wealth Management, Paul serves as one of our Private Wealth Mangers. He specializes in assisting clients determine what their objectives are and then implementing tailored strategies to manage cash-flows and investment assets to address a multitude of financial goals. He establishes life-long partnerships with those motivated to construct their long-term strategies for their investment portfolio, retirement, estate, insurance, debt, education expenses, or taxes. Entering the industry after college Paul served for several years as a Financial Advisor with Edward Jones and eventually transitioned to Client Centric Wealth Management. His ideal clients are those who are seeking to delegate, receive personalized service, and a comprehensive tailored experience.
Someone’s why, in terms of what drives them or motivates them to do something, is incredibly important to understand when forming a partnership and building a relationship. Growing up in a single-mother household Paul, his sister, and mother faced a number of financial struggles. His mom sacrificed, working multiple jobs, and provided to make ends meet. These times of financial insecurity and instability experienced cultivated a deep-rooted passion to help people develop, maintain, and improve their financial well-being. Paul has fallen in love with learning about what is most important to his clients, what they dream to accomplish, and then the process of analyzing, mapping out, constructing, implementing, and executing their personalized strategies for their financial plan.
Paul grew up in The Woodlands, Texas. He graduated from the University of the Incarnate Word (UIW). He met his wife Sarah while studying at UIW and while they were serving as volunteers with Young Life (a youth mentorship ministry) at Alamo Heights high school. Sarah is current a labor and delivery nurse. Paul and Sarah are very active in their church and small-group. Outside of work Paul enjoys sports, philosophy, furniture-making, and fishing.