What You Can Expect from Paul:

Curiosity and continuous learning shape Paul’s approach to assisting Todd with financial planning. He believes the best financial plans begin with understanding the person before the portfolio, allowing every piece of the plan to work together in support of a client’s long-term goals. As part of OGWP’s collaborative culture, Paul supports the financial planning process by identifying planning opportunities and helping Todd develop personalized strategies tailored to each client’s unique needs. As he continues to further his education in financial services, he is committed to applying new knowledge in ways that create significant value for clients. For Paul, meaningful client relationships start with listening, understanding what matters most, and providing guidance rooted in trust and stewardship.

Knowledge & Experience:

Paul earned his Bachelor of Business Administration in Finance from Iona University. During his time at Iona, he served as President of the Finance Club and participated in both the CFA Institute Research Challenge and the Bloomberg Global Trading Challenge, where he strengthened his ability to evaluate complex financial information while developing the discipline and attention to detail essential in comprehensive planning. Prior to joining OGWP, he interned with TradeStation Securities in New York City within the Securities Lending department, where he gained valuable exposure to institutional financial markets and investment operations. Paul is actively expanding his knowledge of comprehensive wealth planning.

Get to Know Him:

Paul enjoys staying active through regular workouts and exploring new places through travel. He is always looking for his next favorite restaurant and enjoys discovering new cuisines almost as much as he enjoys following the financial markets. Above all, Paul values spending quality time with family and friends, believing that maintaining strong relationships is just as important outside the office as they are within it.