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At Paladin Wealth Advisors, we understand that the financial planning and investing process is complicated and there is no universal strategy that will be appropriate for everyone. That’s why we take a collaborative approach that focuses on building a relationship with you to understand your unique situation, wants, needs, joys, and concerns before we develop a plan that is focused on pursuing your goals.
Founder and Wealth Advisor
Paul Coroneos founded Paladin Wealth Advisors to help Businesses, Families and Individuals navigate the complexities of financial planning. Paul earned his bachelor’s degree, with a focus on financial services, from Roger Williams University. He is licensed in Texas, as well as 12 additional states across the US. He began his financial advisory career in 2008 and currently holds series 6, 7, 63 and 65 licenses with LPL Financial which allows him to offer mutual funds, insurance products, and variable annuities.
In addition to being affiliated with LPL, Paul is an active member of the Million Dollar Round Table (MDRT), a premier organization for financial services professionals.
Paul resides in Driftwood, TX with his wife (Melissa), daughter (Charlie) and son (Cash). Family is the driving force behind everything Paul does. Paul’s growing family keeps him grounded and reminds him why helping his clients is so important.
In his spare time, Paul enjoys spending time with his family, CrossFit, hiking and going to sporting events.
Client Services Associate
Veronica Roszel is a Client Services Associate at Paladin Wealth. She began her financial services career in 2013. Veronica manages all aspects of the client services function at the firm, including for client communications, scheduling, and assisting clients when Paul is unavailable.
Prior to joining Paladin Wealth in 2020, Veronica worked as a Sales Assistant at Foresters Financial Services, Inc. for six years. She chose a career in finance because it’s an area that affects everyone and it is rewarding to help people pursue their financial goals.
Paladin Wealth clients describe Veronica as very personable, caring, and accessible because she takes the time to get to know them and genuinely cares about their success.
Veronica received her MBA with a specialization in Finance from Ashford University. She also holds series 6, 63, 26, and 51 licenses with LPL Financial.
Veronica and her husband Patrick reside in the Baltimore, Maryland area. In her free time, she enjoys spending time with her family, volunteering in her community and going to baseball and hockey games.