Paul guides clients to make more informed financial decisions by creating custom planning solutions. His drive to see his clients achieve their financial goals fuels his passion to continually grow his knowledge of wealth structuring vehicles.
Paul supports his community through United Way of the Greater Lehigh Valley Tocqueville Society. He lives with his wife and two daughters in Center Valley. He enjoys ice hockey, golf, and traveling.
Education and Designations:
- University of Western Ontario – B.S. in Political Science
- University of Windsor – B.A. in Honors Commerce
- Lawrence Technological University – MBA
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- Certified Plan Fiduciary Advisor (CPFA®)
