Our first priority is helping you make smart financial decisions in all areas of your life. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Paul's biography and interview can be viewed on the "About Paul Murray" page on our site.
Dora Rafalowski is our most experienced client services administrator, guiding clients through the account opening process, and with asset transfers, requests for distributions, and many other administrative tasks.
Michelle Murray provides administrative support to Dora Rafalowski and manages our special events. Michelle returned to PTM Wealth Management, LLC after taking a hiatus to be a full-time parent to her daughter, Lily. Michelle, Lily and...
Tyler Breder joined PTM Wealth Management, LLC after spending several years with Vanguard in their retirement plan division, and Charles Schwab in their stock transfer department. Tyler is a Certified Financial Planner®, and joined...