As a partner of Capstone Financial Partners, Paul’s main business concentrations include retirement plan asset management/administration and wealth management, including 401(k) plans, profit-sharing plans, defined-benefit plans and nonqualified deferred compensation. He works with clients across numerous industries, foundations, and non-profit organizations:
- Publicly traded companies
- International companies
- Real estate
- Information technology
Paul brings 27 years of experience to his role, with 23 years at Washington Financial Group (15 as a partner). He has done 401(k) enrollment meetings in the NYSE, a cornfield in Delaware, Kennedy Space Center and historic landmarks.
Paul is married with three children. He has been a board member and president of multiple local associations, including Washington DC Association of Retarded Citizens, Bishop O’Connell High School, Western Wildcats Football Association and Canterbury Tennis and Pool Recreation Association.
FINRA Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities State Law), and Series 65 (NASAA Investment Advisors Law); Life and Health licensed in multiple states