Paul brings over 39 years of experience in private banking, investment management, and financial planning to his practice. He holds a BA in Economics from Georgetown University and an MBA with a concentration in marketing from Boston College, complemented by his Chartered Financial Consultant (ChFC®) designation. Paul applies his extensive knowledge to develop customized financial strategies that address clients’ unique goals and circumstances. His approach combines technical expertise with personalized service, ensuring clients receive guidance tailored to their specific needs. Beyond his professional work, Paul is actively involved with several non-profit organizations, serving on boards and committees for Elms College, the Glenmeadow Retirement Community, the Springfield Symphony Orchestra, and Stanley Park of Westfield, among others.