Paul met his wife, Nancy, while he was studying for his B.S. in Chemical Engineering at University of Akron. After their marriage in 1970, they spent two years in Buffalo, New York, and then moved to Midland, Michigan for Paul to work for Dow Chemical Company. While raising two daughters, Nancy went to nursing school and worked as an E.R. nurse, and Paul worked as an engineer, manager, and business executive.
In 1993 they moved to Oak Ridge for Paul’s “temporary” assignment as Vice President and, later, President of DHCompounding Company in Clinton. Nancy, an R.N., took a supervisory position at Methodist Medical Center. By the time Paul’s assignment ended, he and Nancy had fallen completely in love with the people, culture, and weather in East Tennessee and decided not to relocate back to Michigan. During his commercial career, Paul led an acquisition in China and chaired an international marketing project before retiring from Dow in 2002. Eventually both of their daughters (Kerry and Michelle) moved with their families to the south, settling in Clinton, TN and Atlanta.
After his corporate retirement, Paul looked for a way to apply his years of leadership experience to benefit society. He encountered a 90-year-old gentleman who had lost substantially during the tech bubble crash. He felt that the message was clear: wealth management with individuals or small business was an exciting opportunity. Paul has spent 14 rewarding years leading families through complicated solutions to wealth management issues: investment management, retirement, tax and estate planning, special needs, and other life situations.
Paul and Nancy often spend their free time planning and traveling to the ocean, usually making sure there is enough room for their grandsons, daughters, and sons-in-law. They have enjoyed meeting people through Paul’s work and their church bible studies at Cedar Springs Presbyterian Church. They feel blessed to be born in our country, with its many opportunities and Judeo-Christian values. Lastly, drives though East Tennessee and long walks along Melton Lake in the mornings regularly reinforce their decision to take the leap and stay in our East Tennessee community!