Paul entered the financial services industry in 2001 after hanging up his skates at the end of nine seasons of professional hockey. Finance has held his interest for a long time, and he spent summers helping out in his family’s businesses between hockey and school. After finishing up his degree from the University of Manitoba, Paul started out with MetLife Securities. In 2009 he co-founded Higgins & Bailley Wealth Management, an independent wealth management firm. He loves working with people and solving the puzzle that is comprehensive financial planning. Every client and every situation is different, and Paul enjoys putting the pieces together, coming up with potential strategies, and helping to solve problems for his clients. He loves being able to show a client how they can retire, without worrying about where the money will come from. As an Investment Advisor Representative, he is held to a fiduciary standard that requires him – by law – to act in his clients’ best interests. Not only that, but by being able to offer both investment and insurance options, Paul is able to offer potential solutions that better fit each client’s situation. Paul holds a Series 65 securities registration and is life, accident and health insurance licensed.
Paul was born and raised in Winnipeg, Manitoba, Canada. He moved away from home at the age of 16 to pursue a junior and professional hockey career, a journey that took him all over Canada and the U.S. He eventually settled in Greenville, SC after playing for the Greenville Grrrowl during their inaugural season in 1998. It was during that year that he met his future wife, Joy, who grew up in Pebble Creek. He and Joy have two sons and now live in Taylors, SC. Paul’s older son is a junior at the University of South Carolina, studying business, and his 13-year old is an avid hockey player, much like his father. Even now, Paul continues to be very active in the local hockey community. He co-founded the Carolina Rage Hockey association, where he helps coach his son’s team and lead the organization. Paul is also extremely active in other areas of the Greenville community. He was the youngest member elected to the Board of Governors of the Commerce Club, and was the founder and first president of the Young Executive Committee there as well. He has also served as president of many committees at the Greater Greenville Chamber of Commerce, where he was named the Ambassador of the Year in 2005. Paul also enjoys golf, working out, and, of course, playing hockey recreationally himself.
David has been in the financial services providing fixed insurance based solutions for over 23 years. He grew up in Buffalo, NY and went to school at SUNY Fredonia. He moved to South Carolina in 1998 to move his business there.
David's practice is geared toward strategic income planning for his clients. The overall goal becomes maximizing the clients net worth by using asset preserving and tax efficient strategies. By providing an elite standard of service for his clients they know they can retire, and STAY retired. Along with his partner Paul Bailley, they help clients identify and manage retirement risks, which is the key reason they say they work with David.
David is married to wife Jennifer, and together they have three children, Alexa, Harrison, and Kathryn Grace. David played baseball for 20 years and is a die hard fan. The New York Yankees, Buffalo Bills, and Buffalo Sabres are still his passion. David and Jennifer are avid golfers, enjoy traveling, and spending time with their three children.
Jennifer joined the Higgins & Bailley family in February of 2018. She was a stay at home mom for over 20 years and managed a small business for 11 years. Jennifer has a passion for people and enjoys serving others in her job as well as in her personal life.
Her amiable personality and her commitment to superior customer service are what helped make her personal business successful. Jennifer joined our family as our business manager and to apply her personal touch to Higgins & Bailley Wealth Management.
Jennifer is originally from Pittsburgh, PA and moved to South Carolina in 2004. She has been married to her husband Darin for 20 years, and they have 3 grown children and are expecting their first grandchild. They enjoy traveling, visiting wineries, and riding on their Harley Davidson together.