Financial Advisor | paul@yourcfadvisors.com

Paul has over twenty-five years of experience in the financial services industry. He began his career with Waddell & Reed in 2000 and entered management in 2002, where he hired and trained new advisors while managing his own practice. In 2012, Paul returned to the role of financial advisor full-time, focusing on behavioral investment counseling and the history of capital markets. He later consolidated his practice with his wife, Peg, who is also a financial advisor, and together they co-founded Connect Financial in 2018.

Along the way, Paul received his RFC® designation, his Series 7 and 66, and his Life and Health Certification. In 2019, he received the BFA™ (Behavioral Financial Advisor) designation.

The BFA™ provides a greater understanding of the role that emotions play in the decision-making process. As a BFA™, Paul agrees that traditional financial models can be deeply flawed because many assume that individuals always make purely rational financial decisions based on logic and with no emotion involved. This is rarely the case. The belief of a BFA™ is that a blend of traditional finance and behavioral finance may help an individual make more informed money decisions throughout their entire investing lifetime. Paul believes this only comes from an informed respect of multi-decade market and economic history.

Paul enjoys reading, camping, exploring the outdoors, bicycling, and brisket. Paul and Peg have been married since 2011, and he has one son, Joshua, who was born in 2002. Paul has been a member of the West Michigan community since 2004.