Simplified Financial Advice.

Meet Paul

Paul is an enthusiastic learner and is dedicated to assisting our team in helping clients reach their goals, making him an excellent Operations Manager.

He’s a motivated individual with a positive mindset. A graduate of Michigan State University with a bachelor’s degree in economics with a minor in organizational leadership, he’s a native of Blauvelt, New York.

He is a passionate supporter of the Mets, Rangers and Knicks. Outside of the office, he enjoys playing golf and pickle ball with friends and family. He also loves to travel and expand his knowledge about different cultures.