Partner / Financial Planner
Prior to beginning his career in Financial Services, Paul served as a Restaurant Owner/Operator for 20 years. His time in the Hospitality industry ideally prepared him to communicate and identify the needs of families and business owners. Paul aims to understand the goals and objectives of each client and helps to address them through education, strategic partnerships, and leveraging our wide array of services and strategies. His mission is to continually strive to help protect his clients financial security. Paul recognizes that his client’s needs and priorities will continue to evolve over time and he is committed to assisting each client throughout all life’s stages.
Paul is a graduate of Penn State University. Outside of work you can find him spending time with his daughters, Alyssa and Shaena, and his dog, Tucker. He enjoys golf, softball, tennis, cooking, and exercising. Paul currently resides in Newark, DE.