Securing a lifetime of Financial Integrity by helping you grow and protect what you’ve spent a Lifetime creating.
Meet your advisors
Paul has been married to Lisa Kelley for 22+ years, and they are proud parents of two sons who they raised on a 20-acre farm in Lone Oak.
Paul has dedicated his life to his family and community serving as 32nd Degree Scottish Rite Master Mason, youth sports coach, Rotarian, Chamber of Commerce leader, CareVide Board and Trustee for Lone Oak ISD.
Lisa has been a public-school teacher for the past 25+ years and Paul’s mother is a retired teacher.
Paul earned his Bachelor of Science in Electrical Engineering from the University of Texas at Austin. Paul is the proud owner of Friendly Financial Services & Consulting, Inc. and loves to work with local family and business owners.
-Director of Operations
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