Paul joined Aspiriant in 2021 via a merger with HearthStone Private Wealth
Management, the San Diego firm he co-founded with business partner, Wendy Wildey.
Paul serves as a Director in Wealth Management and Aspiriant partner. Paul also
directs the fiduciary investment services team at Aspiriant. He brings more than 35
years of experience in the financial services industry.
Prior to joining the firm, Paul served 11 years as president and CEO of HearthStone.
Before that, he spent 22 years with a large Wall Street brokerage firm. During that time,
the firm changed its name 13 times and is currently known as Morgan Stanley.