Meet Paul
Paul is a Sr. Partner of the Regis Group based in Bellevue, Washington. He joined Mercer Advisors in 2024 through the acquisition of MDK Private Wealth Management where he served as Partner and Co-founder from 2020. Prior, he served as Partner and Managing Director at Cresset and Executive Director at J.P. Morgan. Paul earned a B.A. degree in finance and marketing from the University of Washington.
Paul’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Paul has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Advising corporate executives, including clients at Broadcom, Google, and Zoom
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Paul has the ability to simplify complex decisions. He has a calm and trustworthy presence, with a good sense of humor. He is known to ask thoughtful questions and be detail-oriented.
Paul in real life
What keeps you busy outside of work?
I enjoy golf, skiing, and working out.
How do you give back?
I give back to the Evans Scholars Foundation (acting on the board and as a recipient of the scholarship.)
Why do you like working at Mercer Advisors?
The people, culture, and offering capabilities to assist high-net-worth and ultra-high-net-worth clients, and endowments and foundations, in a customized boutique fashion.
Ready to learn more?
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