Paul Hoilman, CFP®
The world of financial, insurance, trust and estate planning for most high net worth and ultra-high net worth families sometimes means a complicated interplay between multiple trusts and business entities across generations. This complexity is generally aimed at protecting assets, reducing estate and income taxes, and helping provide for generational wealth and lasting legacies. My work at Still Waters Family Office is primarily directed towards working with these families to simplify the complexity, helping family members understand and use these structures to their benefit on a regular basis. In addition, I work on the family’s investment committee to assist with derivatives and risk management. Lastly, I bring expertise in life insurance, disability income insurance, long-term care insurance and employee benefits for the family’s businesses.
My introduction to the world of financial services came first as a financial advisor. In 2012, I began working in life insurance, later going on to get my Series 7 and 66 securities licenses and practicing full-service financial planning. In 2016, I joined the teams at BCS Wealth Management and First Covenant Trust & Advisors, which gave me a much deeper look into the world of trust administration and estate planning.
In school, I graduated summa cum laude from East Tennessee State University with a Bachelor of Science degree in Mathematics, and a minor in Business. Since graduating, I have completed the additional coursework and exams required to become a Certified Financial Planner®.
While at East Tennessee State, I was fortunate enough to have a successful career on the baseball field. I was named an NCAA All-American three times, landing First Team honors in 2010. In 2010, I led all of NCAA baseball in slugging percentage with an .860 mark, was named Atlantic Sun Player of the Year, and was lucky enough to win the inaugural NCAA Home Run Derby at Rosenblatt Stadium. I was a two-time Academic All-American as well, and ended with several ETSU records including most career and single-season home runs, RBIs, runs scored and walks. Following my career at ETSU, I was drafted by the Chicago Cubs and played two years of Minor League Baseball before hanging up my spikes for good.
In 2014, along with friends and former teammates, I helped open an indoor baseball and softball training facility called RBI Tri-Cities. Through RBI, I continue to be actively involved in our local youth baseball community in an attempt to teach and advise the next generation of baseball players. My wife and I have two daughters and a son, and much of my time away from work is spent enjoying their company. Outside of work and family, I enjoy golfing as well as watching baseball, football and basketball. I am a Board Member for the Coalition 4 Kids, where we serve local children in need of additional education, mentorship and support, and am also a member of the Central Church of Christ in Johnson City.