Mathew Paul

Registered Representative

Mathew Paul is a financial advisor and coach who changes people's lives with his innovative, and compassionate approach.

As a financial advisor, he has provided guidance to over 150 clients in helping them dream and plan for their financial goals. He is credited for having the heart of teacher as he takes pride in teaching and explaining financial concepts before creating a plan for his clients.

He completed his CFP Education from American College of Financial Services. He carries several licenses including FINRA Series 66 and Series 7. He graduated from the University of Alabama, Tuscaloosa, with his MS in Mechanical Engineering, and the University of Memphis, TN, with his MBA. He has held positions in Engineering, Finance, Operations, Quality, and Program/Project Management at various Fortune organizations such as Baker Hughes, GE O&G, GE Transportation, Cummins, Inc etc.

He is married to his wife of 20 years, Kitty, and is blessed with Caleb, Jonathan, and Selah and a dog, Flash. He resides in Sugar Land, TX, and has several community initiatives.