Paul Espey, CFP®, Wealth Advisor

1200 Valley West Dr. Suite 104, West Des Moines, IA 50266

Tel: 515.225.4141
Fax: 515.225.4859

Paul grew up in Des Moines and graduated from the University of Iowa. For the past ten years, he has become well rounded in the industry by working in many different facets of the industry. Paul began his career as a customer service representative for one of the largest Retirement Plan providers in the nation. He then worked for a large Independent Broker/Dealer, supporting more than 2,000 investment advisors. His desire to work directly with clients led him into the “wire-house” world by working for two successful advisors in the Las Vegas market. While these were all valuable experiences, Paul soon realized the best way to achieve a client’s financial goals and make the largest impact was to work with a smaller, independent advisory firm. This led him back to his hometown of Des Moines where, for the last six years, Paul has been gaining valuable experience working for one of the top independent investment advisory firms in the nation.

Paul finds the greatest joy in working with a select group of clients whom he has built lasting relationships. He takes a comprehensive approach in managing investments, designing a plan for the future and helping avoid the missteps many investors make along the way.

Paul lives in Des Moines with his wife, Mandy, their young son, William, and chocolate lab, Tucker. In his spare time, Paul is a member of the Blank Park Zoo Ambassadors and enjoys running, racquetball, golf and spending time with family and friends.