Paul has been assisting families, individuals, and small businesses to pursue their unique financial goals for more than 49 years. Throughout Paul’s career, he has been dedicated to serving his clients financial goals, these services include Retirement planning, Life Insurance, Wealth Management, Asset Preservation, Long-Term Care Insurance, and Estate Planning Services.

Paul graduated for The American College in Bryn Mawr, PA with several accreditations and designations. He is an Accredited Estate Planner, AEP®, Chartered Financial Consultant, ChFC®, Chartered Life Underwriter, CLU® and the Life Underwriter Training Council Fellow, LUTCF®.

Paul and his wife Nancy have been married for more than 50 years. They are the proud parents of two daughters, Jillian and Jackie. Paul and Nancy are also the proud grandparents to Hank, Isla and Georgia. Paul enjoys being involved in the community. He is a member of the Holy Spirit Men’s Club as well as past Chairman of the Holy Spirit Parish Council and past member of the Holy Spirit Finance Council. Paul is a member of the Copper River Country Club and enjoys working out at the gym, fishing and playing the guitar.