About Paul

I am a Wealth Management Advisor at TIAA with more than 23 years of experience in the financial services industry.

I grew up in a family with five children and my parents taught us the value of saving and living within a budget. Through monthly savings and making compromises with expenses, we were able to attend college. My father was a grammar school principal and my mother was a teacher. Since my childhood I have had an interest in education and financial planning.

I enjoy educating my clients on the importance of having a disciplined process towards achieving long term financial goals, such as saving for college education or retirement. I am fortunate to share my life experiences with my clients and help them achieve their financial goals.

I earned my BA in Economics from the State University of New York at Cortland and a MBA in Financial Management from The Lubin School of Business at Pace University.

I currently reside in Pearl River, NY with my wife Sue, my two daughters Deirdre and Kelly and my two sons James and Ryan. In my free time I enjoy exercising, reading and helping with school and youth sports activities within my community.