Brendan Best is a financial advisor at Richard W. Paul & Associates, LLC with three years of industry experience and holds a Series 65 designation. Before joining Richard W. Paul & Associates, he worked at BorgWarner from 2020 to 2023. In addition to his advisory role, he assists clients with insurance policies, including annuities and life insurance, as a licensed insurance agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm uses a combination of actively and passively managed strategies with a focus on value, safety, quality, and risk control.

Matthew Dombrowski is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently an Investment Adviser Representative with Richard W. Paul & Associates, LLC and has prior experience at GF Investment Services, LLC, J.W. Cole Financial, Inc., Midwest Financial Consultants, Inc., and Lincoln Financial Advisors Corporation. Outside of his advisory role, he is also involved with Midwest Financial Consultants, Inc., where he offers fixed and indexed annuities, long-term care insurance, and traditional life insurance products. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses a customized approach that includes retirement income projections, risk assessments, and a mix of active and passive investment strategies focused on value, safety, and loss avoidance.

Bepin Serraj is a Series 65 licensed financial advisor at Richard W. Paul & Associates, LLC with eight years of industry experience. He has been with the firm since 2017 and previously worked at Albion College from 2014 to 2018. In addition to his advisory role, Serraj assists in servicing annuity client accounts as a Client Service Specialist and Insurance Agent. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm offers discretionary portfolio management and custom retirement income projections, blending actively and passively managed strategies with an emphasis on value, safety, quality, and risk control.

Richard Paul is a CFP® with 42 years of industry experience, currently serving as an advisor at Richard W. Paul & Associates, LLC, where he has worked since 2011. He is also the owner and president of Midwest Financial Consultants, a firm engaged in fixed insurance products since 2007. Richard W. Paul & Associates, LLC provides discretionary portfolio management, financial planning, and modular consulting to individuals, high-net-worth clients, and charitable organizations. The firm’s approach includes customized retirement income projections, risk assessments, and asset allocation across active and passive strategies, with a focus on value, safety, and loss avoidance.

Michael Doyle is an advisor with Richard W. Paul & Associates, LLC, holding Series 65 and Series 66 licenses. He has approximately one year of industry experience, including prior roles at Imber Financial Group, LLC and Imber Wealth Advisors. Before entering the financial advisory field, he worked in the fitness and automotive sectors. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm blends actively and passively managed strategies emphasizing value, safety, quality, and risk control, and offers customized retirement income projections and risk assessments as part of its client onboarding process.

Matthew Paul is a CFP® professional with 12 years of industry experience, currently serving at Richard W. Paul & Associates, LLC. He has previously worked at J.W. Cole Financial, Inc. and G.F. Investment Services, LLC. Outside of his advisory role, he participates as a cryptocurrency validator on the Ethereum network. Richard W. Paul & Associates, LLC provides fee-based advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs a blend of actively and passively managed investment strategies with a focus on value, safety, quality, and risk control, and offers customized retirement income projections and ongoing portfolio monitoring.

Steven Paul is a CFP® with 11 years of industry experience, currently serving at Richard W. Paul & Associates, LLC since 2015. He also has a role as an insurance agent at Midwest Financial Consultants, where he has been active since 2010. Richard W. Paul & Associates, LLC provides fee-based investment advisory and financial planning services to individuals, high net worth clients, and charitable organizations. The firm manages discretionary portfolios combining active and passive strategies with an emphasis on value, safety, quality, and risk control.