We Focus On Your Financial Success

Paul's biography and interview can be viewed on the "About Paul Murray" page on our site.

Audra Hellyer is our Administrative Assistant. She works with clients through their onboarding process, and the establishment of accounts, and provides the day to day administrative services our clients need. Audra comes to us with...

Dora Rafalowski is our Financial Planning Assistant. Her role is to assist Paul Murray in gathering information, analyzing financial data, and preparing financial plans for our clients. She was born and grew up in Hungary where she...