Meet The Team
The team behind PGI Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Paul C. MacDonald
OWNER, CEO & FINANCIAL ADVISOR
Paul MacDonald is focused on helping clients create financial strategies to preserve their retirement assets and help ensure their money lasts a lifetime.
Paul has been in the investment industry for nearly 30 years. Through a combination of conservative advice and tax-saving strategies, he works with clients to help achieve their ideal life in retirement. His philosophy is preservation, growth and income strategies equal the key to financial confidence.
A retired U.S. Naval officer, Paul holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (EA).
Paul has two daughters — Ally and Brittany. Ally lives outside of Charlotte, North Carolina, and works for a technology company. She is married to Josh. Brittany and her husband, Zach, live in Connecticut and are parents to Paul’s four grandchildren — Sahara Jo, Gideon Atlas, Winona Rae, and Palmer Sage. In his free time, Paul enjoys playing pickleball, and he is also an avid runner who has completed marathons in all 50 states and Washington, D.C.
The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching.
AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026. AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click below to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. PGI Financial Services is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
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