Vice President- Retirement Services
Paul joins RFA with nearly 20 years of financial services experience, including 15 years focusing on the retirement plan market and extensive experience working directly with plan sponsors clients. Through Paul’s extensive background in the group plan market he is able to offer a unique solution set to help both the plan sponsor and their participants accomplish successful retirement outcomes.
Paul will be responsible for partnering directly with the plan sponsor community by designing and implementing optimal retirement plan solutions for both privately-held businesses and nonprofit entities. Pauls’ experience in retirement plan sales strategy, practice management, and marketing and communications provide him with the tools and resources to help plan sponsors. Paul will continue to enhance RFA’s service model and support his plan sponsor clients by helping selecting their plan best solutions, and supporting the sales process and ongoing consulting. Most recently he was Vice President of Retirement Services for a large national benefits firm, and spent over 15 years with several top tier Insurance firms working in the retirement plan institutional divisions.
Paul attended the University of Houston, where he majored in Economics. Paul holds his FINRA Series 7 License and FINRA Series 63; and is currently pursuing his CRPS, and Series 65. He was born and raised in Houston where he has been married to his wife, Beatrice, for 20 years, with their two kids, Jacob and Mia. In his spare time, he enjoys golf, and fishing, and is very active in his childrens activities and spending all his extra time with his large extended family.