As the founder and CEO of Agility Wealth Management, Paul leads a team of over 30 Financial Advisors and support staff dedicated to elevating the practice of wealth management and delivering high standards of client service across offices nationwide. His mission is to help clients achieve and maintain personal financial independence by careful planning, innovative portfolio management, and vigilant oversight with a focus on financial planning. In his 30 years as a Financial Advisor, Paul saw a need for team-based advising backed by operational efficiencies and that is the culture with which he founded Agility. Paul and his team work with clients requiring retirement planning, Social Security and Medicare planning, insurance planning, and investment management. Agility currently serves thousands of clients nationwide.

Paul has been named a Raymond James Chairman’s Council honoree, a council that represents the top 100 advisors in all of Raymond James, for six consecutive years starting in 2017. He has also been pronounced a Top 1,200 Financial Advisor in the United States by Barron’s in 2022 and 2023, and a Best-In-State Wealth Advisor for four consecutive years by Forbes starting in 2020. These accolades are a reflection of Paul’s diligent and empathetic leadership style where he acts with care across all stakeholders from the advisors he manages to the clients he serves.