Paul has devoted more than 16 years to providing exceptional investment and planning services to families and individuals with the promise of outstanding service and high regard for each client’s individual investment goals. A graduate of the School of Business at LaSalle University, he holds a Bachelor of Science Degree in Finance and Marketing.
As Managing Director of Wealth Advisory Services, Paul oversees the investment management and selection processes, client investment reviews and reporting, and employee education and communication. Since founding the company with partner David in 2003, Paul has embraced the challenges presented by shifting economic conditions, market volatility, and his clientele’s unique personalities.
Prior to establishing Wealth Advisory Services, Paul managed his own financial services practice, where he focused on serving his clients in all aspects of their comprehensive wealth management needs. He also worked for 10 years as Vice President of Investments for leading financial services company Prudential Securities, where he directed each part of the company’s individual wealth management.
Paul lives in Doylestown with his wife Kelly and their three children, where he is active in local civic and youth athletic organizations.