Paul understands each client's needs are unique and begins each relationship with a thorough discovery process. He will then custom tailor an investment strategy and work with his clients to implement the most cost-effective approach designed to help achieve their desired goals.

Life is not a spectator sport. This fundamental belief spills into every area of Paul's life. Paul's passion for the markets includes advanced planning for concentrated stock positions, investment strategies, restricted stock planning and exercising, employee stock options and total asset allocation and diversification.

Paul earned a BS in finance from Bentley University. Upon graduation, he began his career as a Financial Advisor with Smith Barney in Boston where he developed his fundamental investment knowledge. In 1998 Paul joined AG Edwards, a predecessor firm of Wells Fargo Advisors. Most recently, Paul served at Wells Fargo Advisors until 2021 before joining Janney.

With his wife Kate, his children George and Juliette and his mother Suzanne, Paul lives in Hamilton Massachusetts.

One of Paul's true passions is giving back, he has participated in the PanMass Challenge fundraiser for the last 24 years. Through the PMC, he has raised over $100,000 for the Dana Farber Cancer Institute.