Paul Klimkowski

Casey and Jim asked me to join the team in 2017 - and before I ever sat across from a client, I spent time learning how this practice worked. That foundation made one thing clear: good advice can truly change the direction of someone's life, and 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, all while taking night classes. That experience helped me to understand a juggling of moving parts, and thinking ahead. Those habits followed me here.

Day to day, I work across all aspects of our business: assisting in the financial planning process, handling client relationships and meetings, 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, and happy to be part of the same community we serve. I am a Temple graduate, lifelong Philadelphia sports fan, average golfer, and someone who would rather be outside than not.