Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Paul Green
Wealth Advisor/ Retirement Planner/Founder/Managing Partner
Paul has provided sound and prudent financial guidance for over 23 years to individuals, families, and business clients. After spending 17 years with the multi-national firm AXA Advisors, Paul founded Pathway Wealth Management &...
Jeffrey Hartman
Partner
