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Our Team

About Our Firm

Richard W. Paul & Associates is an independent financial advisory firm serving clients throughout Michigan. We pride ourselves in being a family owned and operated boutique firm working specifically with retirees and pre-retirees. Because we work with a niche market, we can provide personalized service without sacrificing the tools and strategies available at big-name brokerage firms.

We are committed to educating our clients about their investment options so that they can make sound decisions on their financial path. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

Our team consists of experienced professionals who use a hands-on approach to deliver personalized service. We have developed our business by reaching out, nurturing, and maintaining close, trusting relationships with each of our clients. We are dedicated to helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Matthew Paul

Matthew Paul, CFP®

Chief Operating Officer

Mike Sorrentino

Mike Sorrentino, CFA

Senior Investment Strategist

Bepin Serraj

Bepin Serraj, CFA

Financial Analyst

Abi Zimmerman

Abi Zimmerman

Administrative Assistant

Brendan Best

Brendan Best

Client Service Specialist

Kristi Hardy

Kristi Hardy

Marketing Coordinator

Tristan Grinsell

Tristan Grinsell

Client Service Specialist

READY TO TAKE THE NEXT STEP?

Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be. Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.

Schedule a zero obligation consultation today!

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