As Vice President of Wise Wealth, Paul has varied responsibilities because of his unique background and experience. He focuses on case design, builds customized client plans, handles insurance and Medicare-related questions, as well as big-picture marketing strategies for the company’s advisors. Along with the responsibility of overseeing the firm’s day-to-day operations, he provides continued education to our team ensuring our clients that they will receive the same level of expertise no matter who they work with at Wise Wealth. His drive comes from his desire to help people, a belief that’s what God put him here to do.