Paul’s parents raised their two sons with absolute freedom to explore their various interests. It’s no surprise then that during high school and college, Paul played the guitar in a band and helped start a distribution business for the band’s records while earning a BS in finance from Boston College. Later, Paul earned his MBA from the One-Year MBA program at Babson College.
In a career spanning over thirty years, Paul has worked with his clients to deliver financial services programs that address all aspects of their financial health. He started his career in financial planning at Cornerstone Financial Group. For 12 years prior to joining Heritage, he was a vice president and shareholder at Highland Capital Brokerage where he provided financial planning, estate planning, and business succession planning advice to major clients of broker-dealers, RIA’s and banks.
Paul joined Heritage in 2017 as a wealth manager and became a shareholder in 2021. He wishes to build life-long relationships with clients and help them achieve their financial goals through comprehensive financial planning and a disciplined investment approach. He is a member of the Boston Estate Planning Council and has served on its Membership Committee and Member Involvement Committee. He is a past Governor of the Milton-Hoosic Club and sits on the Finance & Investment Committee for Ursuline Academy.
Paul and his wife, Rachel, have two children who have followed in his footsteps to study at Boston College and Milton Academy respectively. Paul and Rachel have traveled across North America, Central America, the Caribbean, and Europe. Bermuda remains their favorite spot to visit, especially with their college friends.