Paul is an Accredited Investment Fiduciary (AIF) and Investment Advisor Representative (IAR) with Prevail Strategies. In his advisory role, Paul builds teams of specialists within Prevail to serve business owners and high net worth individuals and families. The retirement plan space, which includes 401(k) plans and executive compensation plans designed to attract and retain key employees is a key focus of Paul’s practice. An extensive background with non-profit associations allows him to focus on partnering with associations to provide Prevail’s financial planning services to members of these organizations as
well as the association staff retirement plans.
Prevail utilizes a team-centric approach to serving our clients, and Paul has spent his 6+ years at Prevail forming the right teams to maximize the outcome for each client he brings to Prevail. The teams at Prevail offer white-glove service that effectively serves the entire financial life cycle of our clients.
Prior to Prevail, Paul spent 10 years as an independent business owner in the insurance space with an emphasis on working with professional associations. His background includes 16 years working in a variety of roles for several insurance companies and a third-party administrator.
Outside of Prevail, Paul is an avid soccer player, golfer and guitarist. He also enjoys landscaping with his long-time partner, Laura, around their Leawood home. Paul cherishes time with his two adult children who are both married and live in the Kansas City area.
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