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 Series 65; and is currently pursuing his CRPS. He was born and raised in Houston where he has been married to his wife, Beatrice, for over 20 years, with their two teenagers, Jacob and Mia. In his spare time, he enjoys traveling, fishing and is also very active in his kids’ school, and sports activities and spending all his extra time with his large extended family.
Why I Do What I Do:
During the last 20 years, I’m very proud that I have helped hundreds of companies, and thousands of employees define their retirement goals and objectives. My main focus has always be to help ensure business owners managed their personal fiduciary liability and that employees are retirement ready. I believe that my most important responsibility is help create and deliver group retirement plans that help every company, and each of their employees be better prepared for their future.