Paul Lamb is Chief Wealth Management Officer with MRP. Paul has been in the financial services industry for over a decade. Since 2003, Paul has specialized in individual wealth management and retirement income planning. He has helped hundreds of individuals and families develop, implement and maintain a long-term savings and investment program towards achieving their financial goals and dreams.
Paul works together with his clients in the following areas:
- Financial planning and analysis
- 401(k) and IRA rollovers
- Retirement income planning
- Active investment management
- Customized life insurance programs
- Beneficiary reviews
- Key Man life insurance and Buy/Sell planning for business owners
Paul is a registered representative (Series 6, 63, and 26) with LPL Financial and an investment advisor representative (Series 65) with Independent Financial Partners. He is registered to conduct securities business in Colorado, Arizona, California, Florida, Missouri, Montana, Nebraska, Ohio, Texas, Utah and Wyoming. Additionally, he is life insurance licensed in Colorado, Arizona, Missouri, Montana, Nebraska, Texas, Utah and Wyoming. Prior to his career in financial services he worked as an auditor at accounting firm PricewaterhouseCoopers. Paul earned his B.S. degree from Brigham Young University in 2000 and moved to Denver that same year.
Paul and his wife Katherine live in Parker with their two children. They enjoy running, camping, attending sporting events and spending time together as a family. Paul is an avid golfer and has a goal to play every golf course in Colorado. To date, he has played 187 different golf courses throughout the world, 90 of which are in Colorado.