Ascend Beyond Wealth

Paul has been a Wealth Management Advisor at Poise Wealth since 2013. His 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.

Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.

RICP conferred by The American College.

CA Insurance License #4115696

Amy has been part of Poise Wealth as a Client Service Associate for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of clients’ online access.

Amy works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. Amy says “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.

Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.