Paul Klimkowski

Casey and Jim asked me to join the team in 2017 - and before I ever sat across from a client, I spent years in a true apprenticeship role, learning how this practice worked from the ground up. That foundation made one thing clear: good advice, delivered with integrity, can truly change the direction of someone's life. I don't take that lightly.

My unorthodox path to personal finance started in a warehouse. During college, I worked at a global logistics firm - from the forklift to the finance and sales team. That experience taught me to manage moving parts and think ahead. Those habits followed me here.

Day to day, I work across all aspects of our business: assisting in the financial planning process, nurturing client relationships, tax preparation, investment research, and finding ways to improve how we operate internally. The Swiss Army knife of the team, as some would say. 

I live in Yardley with my wife, proud to serve the same community we call home. Away from the office, I'm a lifelong Philadelphia sports fan, average golfer, novice home improvement enthusiast, and someone who would rather be outside than not.