Paul grew up in Northeastern Ohio where he started his career as a Financial Advisor with American Express Financial Advisors in 1994. Upon relocating to Florida in 1997, Paul joined Raymond James and began working in the Sun City Center retirement community. He subsequently continued to serve his clients at Encore Trust as a Vice President and Trust Officer and then rejoined Raymond James in 2009.
Paul has worked with retirees for over 20 years specializing in maintaining their retirement income, managing life transitions, and developing effective Estate Planning strategies. He is the author of ‘20 Great Tax Saving Ideas for your IRA’ and has been quoted in MarketWatch’s Retirement Weekly. As a regular lector at the Community Church College in Sun City Center, Paul has had hundreds of students attend his Estate Planning and Life Transition Planning courses over the past 10 years.
Contributing to his community, Paul serves on the executive board of the Mary and Martha House, a battered women’s shelter in Ruskin, Florida. He is currently serving as Treasurer.