Paul has more than two decades of industry experience. He serves an array of business and individual clients and throughout his career has helped affluent families plan for and achieve their retirement goals.
Paul started his career with American Express Financial Advisors and later worked for Legg Mason Wood Walker as an Associate Vice President – Investments and Royal Alliance Associates as a Senior Retirement Advisor. He holds a CERTIFIED FINANCIAL PLANNER™ certification, a Chartered Market Technician designation and an Executive Certificate in Financial Planning from Georgetown University’s Center for Professional Development.
Outside of the office, Paul is active in his local community having served on the finance and stewardship committee of his church and coaching youth soccer. He resides in Severna Park with his wife, Tina, and three children, Connor, Kara, and Brendan. He received a bachelor’s degree in business administration from Columbia Union College.
Why did you choose to become an investment professional
I have always had a natural ability with math and numbers, and at an early age, I became fascinated by the stock market. But the idea of going into the financial services industry didn't occur to me until college. Like most college students, I dreamed big. I wanted to make a difference. I wanted to know I actually meant something to people. That's when I met a financial advisor and saw how I could combine my interest in the markets with my desire to help people improve their lives and reach their goals.
It's been a perfect fit ever since.
What are you most proud of?
I take a tremendous amount of pride in helping clients reach their goals. It might seem cliché, but it really is why I get up in the morning. It's impossible to describe the jolt of excitement I get whenever I see a client smile because their financial problems have been solved. It's impossible to describe how fulfilling it is to see the light come on in a client's eyes as they say, “I really can retire how I want! I didn't think I'd be able to!” It is impossible to describe, and impossible to get enough of.
Having been in the business for over two decades, I've helped clients in every stage of planning and have seen many of them evolve and go full circle. It's amazing to sit down with someone, lay out a plan, and then see that plan come to fruition.
Having a positive impact on someone's future is an honor, and something I am very proud of.
How do you spend your free time?
With 3 children, much of my free time is spend around them and their activities. During the week, if I am not coaching one of their teams, I am taking them to various practices or training in martial arts. On weekends, I enjoy boating and water sports with the family.
What do you enjoy most about being a financial advisor?
I enjoy the variety. Every day is different! I also enjoy the personal interaction I have on a daily basis with my clients. Finally, there is a problem-solving aspect to my job. Clients come to me for personal, customized solutions to help them overcome challenges, fulfill needs, and most of all, attain their desires. It's a real thrill to put the puzzle together. To use my mind, imagination, and training to strive to exceed a client's expectations.
What are you thankful for?
I am most thankful for my family. My wife, Tina, and I have been together for over 20 years. After many years of trying to start a family, our son Connor was born in 2005, followed by my daughter Kara in 2007, and our youngest son Brendan in 2008. Watching them grow and develop is awe-inspiring, and something I look forward to everyday. I think I have a front row seat to the best reality show possible.