An experienced investment professional in the financial services industry since 1986, Paul works with his clients to understand the complexities of their financial situations, which may often include estate and tax planning strategies, and then assists them in the development of a comprehensive plan to help achieve their long-term goals. During his tenure in the financial industry, Paul has served both as a Financial Advisor and Branch Manager. As a Certified Financial Planner (CFP ), Paul guides his clients beyond investment advice into the areas of financial planning, Wealth and Asset Management. A native of Ohio, Paul graduated from the University of Cincinnati, with a B.S. in Finance and a Certificate in Economics. He and his wife, Laura, have three children and live in Silver Lake, OH. Active in his community, Paul has coached several youth sporting teams in the Akron area, including the West Akron Baseball League and Catholic Youth Organization baseball and soccer. He currently serves as Chairman of The Holy Family Parish Church Burse Advisory Committee, Board Member for the National Kidney Foundation, and member of the University of Akron Estate Planning Professionals Council. Paul also is a past Co-Chair of the Walsh Jesuit High School Pow-Wow annual fundraiser. When away from the office, Paul enjoys traveling, golfing and photography. 