Owner / President
Paul has been in the financial services industry for more than 25 years. He currently holds the CLU and CFP designations. Paul has been a Certified Financial Planner since 1989. Paul is a 1983 graduate of the University of Maryland. Paul is fulfilling a dream to run a truly independent financial services company where the company’s focus is dedicated solely on his client’s goals and dreams. Paul lives in Severna Park with his wife, Jennifer and their 5 children.