As a Senior Advisor, Paul works closely with our clients and collaborates with their advisors to provide integrated wealth management advice and counsel to create custom solutions to best achieve their goals and objectives. Prior to joining our firm, Paul was with Bernstein Investment Research and Management, as an Investment Planning Analyst. In this role, Paul acted as a liaison between his clients and their professional advisors to develop high level investment strategies to solve complex wealth management issues with a primary focus on Financial Planning. Paul has a Bachelors of Business Administration in Finance from the University of Texas. Paul is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Estate Planning Council of Central Texas.