West Springfield, Virginia 22152
Paul is a retired Active Duty U.S. Army officer and a proud graduate of Norwich University, where he earned a B.A. in History in 2002 and an M.A. in Diplomacy and International Terrorism in 2012. While at Norwich, he met his wife Tammy, who continues to serve as an Active Duty officer in the Army Nurse Corps. Together, they are raising two children, Carmella and Anthony, along with their two dogs. As a family, they enjoy boating, traveling, sports, hunting, cars, and proudly consider themselves food enthusiasts.
Paul is the co-host of the Wealth Warehouse Podcast (listen here), available on all major platforms. He is deeply passionate about mentorship, financial discipline, and helping others build lasting wealth.
His financial journey began in 2003 with conventional strategies—contributing to a Roth IRA, a 401(k)-style plan, and relying on outside lenders for car and home purchases. Like many, he found that despite his efforts, very little was left over for meaningful savings. Over time, he grew increasingly skeptical of traditional financial advice, sensing something was fundamentally flawed—he just didn’t know what the alternative was.
That changed in 2018, when an Authorized Infinite Banking Practitioner, David Befort, introduced him to The Case for IBC. Paul then read Becoming Your Own Banker by R. Nelson Nash and quickly realized he had found what he’d been searching for in the Infinite Banking Concept (IBC).
Today, Paul is an enthusiastic advocate of IBC and shares this powerful financial process with family, friends, business associates, and even his children. He specializes in helping military families, veterans, real estate investors, and business owners build capital, create cash flow efficiencies, and protect their businesses and legacies.
Feel free to reach out to Paul via text or email to set up a phone or video call—he’d love to connect.
Located in: Virginia
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