Divorce On Your Terms was founded in 2010 by Paul T. Murray, AIF®, ChFC®, CDFA™, who has spent 15 years working in the area of retirement planning, and has a deep understanding of the nuances and complexities of qualified plans. He is an Accredited Investment Fiduciary®, a Chartered Financial Consultant® and a Certified Divorce Financial Analyst™. Paul is regarded as an expert in the financial matters of divorce and has presented divorce-related continuing legal education to attorneys in the Bucks, Chester, Montgomery, Northampton, Lehigh and Philadelphia County Bar Associations. His work in divorce extends to mediation, and in providing finance-related services to clients and their attorneys in equitable distribution. Paul is also President of PTM Wealth Management, LLC, and has been featured in the Wall Street Journal, The Philadelphia Inquirer, The Intelligencer, U.S. News and World Report, Investopedia, the Philadelphia Business Journal, and has also appeared on Comcast Newsmakers, The Lynn Doyle Show, and Fox News Radio programs.
Paul lives in Perkasie, PA with his wife, Michelle, and their daughter, Lily, and is a strong supporter of Domestic Violence organizations. He currently serves on the Board of Directors for A Woman’s Place, and is a past co-president of the Board of Directors of Laurel House. Long ago, Paul was a songwriter, musician and Columbia Recording artist. Today, his outlets are golf and gardening. He can be reached directly at email@example.com, on LinkedIn, Facebook and Twitter.
Dana Campbell administers all orders for our services (QDROs, pension valuations and business valuations), and interacts with clients, their attorneys, plan administrators and company principals to ensure that all of our processes run smoothly. Every step along the way, Dana communicates our progress to our clients and their attorneys, making sure everyone is up to date and informed on where we are in each process.
In her role as Client Relations Manager, Dana helps guide clients through the unfamiliar QDRO process and timeline. She provides our QDRO clients with assistance in obtaining plan forms relating to 401(k) rollovers, and helps with the rollover process.