About Me
Paul began his investment industry career in 1983 with Independence Securities in Greensboro, North Carolina, and joined A.G. Edwards in 1989. Paul and several of his co-workers joined Stifel with the opening of the Greensboro branch in 2014.
Paul works with his clients to assess their financial goals, investment objectives, time horizon, risk tolerance, and tax status to develop individual investment portfolios using a disciplined, value-based philosophy. He builds customized strategies that incorporate stocks, mutual funds, bonds, exchange traded funds (ETFs), and cash equivalents. Paul also endeavors to guide clients through the retirement and estate planning process.
Paul holds the CERTIFIED FINANCIAL PLANNER® certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.
Paul earned a B.B.A. from Campbell University and holds Series 7, 9 & 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, Paul has served as a board member on the Central Piedmont Wildlife Club and as past chairman of the Greensboro United Soccer Association, where he helped combine two competing soccer clubs in the area. Paul and his wife, Risé, have been married for more than four decades and have four children. He enjoys mountain biking, fishing, soccer, and of course, spending time with his family.
Stifel does not provide legal or tax advice. You should contact your legal and tax advisors regarding your particular situation.
About Me
Justin began his financial services career in 2010 with Capitol Financial Solutions in Raleigh, North Carolina, where he was a representative for financial services firms that helped clients with investment and risk mitigation strategies. From 2012 to 2023, Justin held various roles managing and overseeing teams and functions with Envestnet Tamarac, a large financial technology firm that helps financial advisors across the country implement more efficient technologies to better serve their clients.
Justin joined Stifel in 2024 and works with client families to understand their financial goals and objectives. He specializes in goals-based planning and wealth management. Justin earned a B.S.B.A. in Finance and Banking from Appalachian State University in 2010, and he holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Natives of Greensboro, North Carolina, and Charlotte, North Carolina, Justin and his wife Molly have three children. Away from work, Justin enjoys hiking in the Blue Ridge Mountains and supporting Molly, who is an accomplished musician, and his children in their various athletic competitions.
About Me
Donna has more than 40 years of financial services experience. She began her career in the life insurance industry with Jefferson Pilot and Northwestern Mutual Life Insurance Company. Beginning in 1997, she served as Client Service Associate with Interstate Johnson Lane, Wachovia Securities, A.G. Edwards, and Wells Fargo Advisors.
Donna has been married to her husband, Greg, for nearly three decades. They have one son, Nicholas, and are members of Westover Church. Outside the office, Donna enjoys spending time with her family, going to the beach, and taking deep sea fishing trips.
About Me
Aaron amassed nearly a decade of experience in the finance and tech industries during his time as a Data Aggregation Specialist at Envestnet Tamarac, where he started in 2015. He joined Stifel in 2025 and currently provides client and operations support. Aaron earned a B.A. in Psychology from Anderson University in 2014.
When he gets down time, Aaron enjoys going to concerts, collecting vinyl, relaxing with his wife, Emily, and spending time at the beach with his family.