With over 25 years of experience in the financial services industry, Paul works with families and small business owners to help them pursue their goals. Drawing on his parents’ careers, a CPA and a teacher, he combines skills of these occupations to help educate clients on their financial futures. Watching people struggle to understand how the financial world comes together, Paul has learned to show them how to take action, realizing their dreams, eliminating unnecessary stresses along the way.

Paul finds his happiness being with his 3 grown children, 2 of whom have autism and need extra attention but give back in a special way, and his daughter who is blossoming as an adult. He also loves to spend time with friends, whether that be his small group who met during high school or his new friends with common interests. Paul is active in his community, volunteering to give back for all he has received. Some of the places he volunteers at are Knights of Columbus, Rotary, High school Alumni Association, and volunteering with the schools and programs his children are involved in.

Paul has enjoyed running 5k road races and the Falmouth Road Race. He has recently taken up golf and enjoys being outside and the friendly competition it brings. Having grown up on the beaches of Cape Cod, Paul finds his happy place on a warm summer’s day at the beach.