With a BA from Williams College and a MBA from Kellogg, Paul specialized in finance and financial accounting. Mr. Meeks has been a Chartered Financial Analyst since 1996 and is the Chair of the Finance Committee at Bellingham Tech College. Currently, in addition to his work with SDH, Meeks has a position as adjunct finance faculty at Western Washington University.
Paul's role at SDH will be crucial in the development and implementation of two proprietary portfolios. These portfolios will be dedicated to exploring the opportunities that are specific to the tech and core sectors.
Senior partner at SDH, Ron Sloy, said: "I'm excited to offer our clients access to an analyst and manager of Paul's caliber. He's the real deal. I know he will play an integral role in the continued success and further growth of our company."
About Sloy, Dahl, & Holst
We are a full service, registered, financial advisory firm. We specialize in retirement services and remain committed to our clients' financial achievement. SDH has the distinction of being one of the first fee only firms in the state of Oregon. SDH is proud to have been selected to the Financial Times Top 300 RIA Firms for two years in a row.