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Location
Denver, CO
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Experience
9 years
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Credentials
CERTIFIED FINANCIAL PLANNER™
I’ve been helping families get the most life out of their money for 9 years. After witnessing the profound impact it can have on enhancing the quality of people’s lives, financial planning became a passion.
I put great effort into building genuine relationships with the people I work with. I treat every new engagement like I would if they were a family member—with the highest level of care.
Before joining Root in 2024, I worked at Empower, Personal Capital, and Goldman Sachs Ayco. Each role brought me new wisdom and exposed me to a myriad of approaches to financial health. This diverse experience helps me give clients more holistic advice.
I also have a background in sports. A highlight of my career was making it to mini-camp with the Green Bay Packers. The competitive drive of my coaches and teammates helped shape a winning attitude that I bring to my financial advice today.
Originally from Upstate NY, I moved to Colorado in 2016 and now call it home with my wife, Breanna, and our two cats and dog. During football season, I’m probably near a television watching the games. I also enjoy exploring the beautiful Colorado outdoors and checking out local breweries in my free time.
Team Vista
Vista Team
Team Vista leads Root’s premium wealth tier. They bring a birds-eye view to wealth stewardship—connecting all the moving pieces into one clear, cohesive strategy. Seasoned and steady, they're here to help families sort through complex financial structures and stay aligned across generations.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.Schedule a call with Paul Layton
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