Quiet Confidence, Personalized Expertise, Lasting Relationships
With a journey that spans from Reading, PA, to the heart of Wall Street and back, Paul is a valued resource and go-to guide in the world of wealth management. His commitment is simple and straightforward: providing expertise, personalized guidance, and unwavering support to help you secure your, and your family’s, financial future.
The Foundation of Expertise
Paul jokes that when he came in from playing kickball, Wall Street Week was on TV. At that very early age the love of capital markets was born. This was just the beginning of an interesting journey.
Paul’s educational journey kicked off at Albright College. There, he found his love for numbers and finance, earning a Bachelor of Science degree in Mathematics and Finance in 1988. It was also during this time that his curiosity for entrepreneurship began to take root.
Paul’s journey into wealth management started while he was still in law school, working for his father’s growing financial planning practice. It was a pivotal period that honed his ability to understand the interrelationship of clients’ complex financial needs and their legal needs.
In December 1991, Paul graduated from the Dickinson School of Law, and subsequently passed the Pennsylvania Bar Exam. Paul practiced law, learning from the ground up at Fry & Golden, where he specialized in estate planning and administration, and became well-versed in the legal intricacies of wealth management.
From Law to Wall Street and Back
In 1994, Paul decided to follow a childhood dream and take his talents to Wall Street, working as an equity trader. His knowledge of the global financial markets affords him a unique perspective on both the economy and investing.
In 1998, Paul’s father’s wealth management practice was growing rapidly, and needed to expand. Paul was the natural fit. This, however, required a very difficult decision… Stay on Wall Street, or return home to Reading to grow the family business?
Wealth management prevailed. Here, Paul could combine all his passions: working with people, staying involved in the capital markets and being an entrepreneur. Looking back, the decision was the right one.
A Distinctive Path
Paul’s career isn’t just about numbers; it’s about people and their aspirations. In 1999, he earned the Certified Financial Planner (CFP)® certification, signaling his commitment to providing tailor-made financial plans and investment solutions. In 2004, he added the Certification in Long-Term Care (CLTC), showcasing his dedication to comprehensive financial support.
A Man of Many Passions
Paul is more than just a financial expert; he’s a family man and a sports enthusiast. He is an avid golfer, reflecting his drive for precision and skill. In 2010, Paul earned a Black Belt in Ryu Kyu Hon Kempo Kobujitsu Karate, a testament to his discipline and commitment to self-improvement.
A Heart for Community
Paul is not just about financial success; he believes in giving back. He is an active member of several charitable foundations, including the Wilson Scholarship Fund and the Law Foundation of Berks County. Paul’s sense of community extends to athletics, where he has coached over 25 seasons of youth sports, including football, basketball, and lacrosse. His competitive spirit is not just confined to the boardroom; it’s part of his life.
Paul and his wife Tracy are proud parents to two children, Matthew and Mackenzie. Family is the cornerstone of Paul’s life, providing the foundation upon which his dedication to helping others is built.
Paul’s professional career is a journey marked by a warm heart, a passion for people, and the quiet confidence to turn your financial aspirations into reality.