201 NE Park Plaza Dr Suite 200 Vancouver, WA 98684

About Us

In a time of global and national economic uncertainty, we want to help our clients have confidence in the financial decisions that everyone must make. Through our process we can help you achieve a level of security that frees you to focus on enjoying your wealth now.

We strive to always put our client first, to help you make the best decision for you, regardless of the sale to be made.

Specializing in professionals, executives and business owners, our team of associates work with you to help you truly understand how money works, and how to make money work for you.

Our desire to educate each of our clients to know the information they need to make the right decision, no matter the financial question, is our main focus.

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  • Graduating in 1969 from high school where Paul served as a High school class President, Honors society President, Lettermen’s club President, and four-year lettermen.
  • Graduated from Washington State University and was one of the first four-year lettermen in golf, captain his senior year.
  • Paul’s been in the financial service industry since 1978.
  • Paul has been a guest speaker nationally for many organizations and firms.
  • Managed and has lead large organizations using the LEAP System.
  • Proud to be the husband of a very dear and understanding wife Nancy, and have three wonderful daughters and one grandson.