Current Role and Professional Background:

As Senior Financial Advisor in Houston, Paul works directly with clients, recommending and implementing strategies that help them achieve freedom and success.  In addition to managing client relationships, he assists other team members with the more complex financial advisory issues in insurance and estate planning. Prior to joining Goodman Financial, Paul worked in accounting, banking, and insurance before starting his own firm, Cypress Advisory Services, in 1993. Providing comprehensive financial planning to families across Houston, the firm later expanded in 2012 and became The Advocates.  Paul has over 40 years of experience in financial planning with special expertise in risk management and estate planning. 

Education:

• Bachelor of Science – Business Administration, Louisiana State University, 1980 
• CERTIFIED FINANCIAL PLANNER^® Professional

Affiliations, Current and Past:

• Board Member, Camp For All, nonprofit that operates a barrier-free camp for those children who have challenging illnesses or special needs.
• Former Chairman and President, Financial Planning Association’s Houston Chapter  
• Member, St. Martin’s Episcopal Church 
• Member, Christian group under Fellowship in Discipleship (FIND) ministry