Paul Albright

Who makes up your family? My family includes my wife, Katrina; our two adult children; a wonderful son-in-law; and we are excited to be welcoming our first grandchild soon.

What do you enjoy most about your work? What I enjoy most is that personal financial planning is ultimately about people—not just numbers. While I have a strong analytical background, the real reward comes from helping individuals and families take meaningful steps toward financial independence and peace of mind.

What expertise do you bring to clients? I hold a master’s degree in Personal Financial Planning and have spent several years teaching personal finance at the university level. I take pride in the fact that many of my former students have gone on to become Certified Financial Planner™ professionals and Accredited Financial Counselor® practitioners.

What is your idea of personal freedom? To me, true freedom means having the ability to design a life that blends meaningful work, quality family time, community involvement, and personal passions—on my own terms.