"I am so grateful to have Paul as my financial advisor. He is both kind and knowledgeable, and eager to teach the "why" behind decisions in a way that is easily digestible for those of us without that gifting. His team is attentive and prompt in their communication, and I have always felt supported and well-taken care of. He has helped me to develop deeper convictions with whether or not my investments match my beliefs, and has helped me generate a portfolio that better represents those. Over the past 4 years that I have worked with him, he has been such a blessing and privilege, and I look forward to the many years ahead."