Paul A. Sartin
Chief Executive Officer
Paul A. Sartin is a Dallas native, and attorney who has long specialized in financial and retirement planning in his practice. Paul attended St. Mark’s School of Texas for high school locally. Upon graduation, he attended The University of Texas at Austin (graduating with B.A. – Plan II Honors). He furthered his education at Southern Methodist University – Dedman School of Law (J.D.) and following his parents, Peter A. T. Sartin and Linda D. Sartin, into the practice of law.
Paul utilizes his experience as a former practicing corporate and probate, trusts and estates attorney, as well as his experience in the insurance and brokerage areas, to assist his clients within the financial planning and retirement fields.
In Exemplify Financial Services, LLC, Paul has specifically put together a team with experience in all aspects of the life settlement and viatical business, including policy procurement, contract negotiations, underwriting, life expectance analysis, the bidding process, pricing, and case submission. In addition, Paul has acquired a large network of business and legal professionals upon which he continues to build within the Dallas-Fort Worth metroplex and all across Texas in order to achieve Exemplify’s clients’ wealth management goals.
Paul is a current member of the State Bar of Texas, the Texas Association of Business Brokers, the Probate, Trusts and Estates section of the Dallas Bar Association, and Texas Exes Lifetime Member.