Paul Jeffrey is the founder, President and Chief Compliance Officer of Fairview Financial LLC. Since 2002 he has led the company to continued growth through his commitment to providing the highest level of integrity - with a mission to protect and grow client assets as the firm’s investment advisory representative. Additionally, Paul is a Registered Representative with Geneos Wealth Management, Inc. With over 20 years of industry experience including comprehensive portfolio management, insurance and 401k advisory services, Paul brings a broad range of expertise to both his clients and his company.

Paul was a First Vice President of Investments with Wachovia Securities from 1999 – 2002 where he cultivated long term relationships with clients through diligent follow through and continual communication. He originally moved to Charlotte from Toronto, Canada in 1994 and worked as VP of Investments at Paine Webber Inc. until taking the position at Wachovia.

Paul began his career in the financial and investment industry at Merrill Lynch immediately after graduating from Harvard in 1983 with a BA in Economics. He holds Series 7, 24, and 31 licenses and is certified as an Accredited Investment Fiduciary.

Sharyn Jordan currently holds the position of Office Manager for Fairview Financial LLC. In this capacity she is responsible for accounting, administration and compliance policies and procedures. Her previous experience with Wachovia Securities and Arch Communications, Inc. makes her a knowledgeable asset to the company.

During the past 6 years at Wachovia Securities, Sharyn was a Vice President and Administrative Group Head in the Administrative Services Group focused on Fixed Income and Investment Banking in Charlotte, NC, Houston, TX and St. Louis, MO. She was responsible for managing executive/administrative assistants, the general support services group and the direct hiring of managers in these areas. In her role overseeing approximately 130 team members she provided strategic direction, coaching, developing and recruiting of top talent for the Global Markets and Investment Banking Group.

Sharyn served on the Corporate & Investment Banking Diversity Committee and Co-Headed the Administrative Best Practices Committee.

Prior to joining Wachovia, Sharyn spent 16 years in Finance, Facilities, and Administration, including Office Manager supporting over 300 employees at Arch Communications.