For twenty-seven years, Paul has been providing financial advice for families and business owners. Paul’s philosophy is to understand you. Paul takes a defined approach to listen, ask questions, and build the relationship that is needed to successfully implement a customized wealth management strategy for your personal concerns, goals and dreams.

Paul advises clients on wealth accumulation, distribution, preservation and wealth transfer, utilizing a well defined process for you. This process includes portfolio development, liability management, stock option analysis, hedging and monetization of concentrated equity positions, asset preservation, and retirement strategies with emphasis on lifetime retirement income.

Once your strategy is implemented, Paul conducts regular reviews with you to help you assess your progress toward reaching your goals and keeps your strategy consistent with any changes that may take place in your life.

Paul’s academic background consists of a finance and economic concentration from SUNY College at Brockport and graduate studies from Union College. Paul is married with three boys and resides in Loudonville, NY. He is active AAU Basketball and a volunteer at their school. Paul enjoys vacationing with his family, summertime activities and listening to jazz music.