About Paul

I am currently a Wealth Management Advisor at TIAA and have 7 years of experience in the financial services industry.

I always knew I wanted a career in which I could help others. Early in my career, I worked for a dental office, and the more I became exposed to the management side, the more I realized how much I enjoyed business management. This realization, and the financial concerns of some individuals close to me, taught me the importance of financial planning. I also learned how to help others create financial security for themselves and their loved ones. Today, I enjoy creating and building long-term relationships with my clients and helping them realize their potential through comprehensive financial planning.

I currently reside in Somers, NY with my wife, Kate, our three children, Emma, Colin and Declan. We have two rescue dogs and one rescue cat. In my free time, I enjoy playing with my kids, woodworking, gardening, reading and continuing my education.