Paul brings a relationship-focused approach to financial planning, combining his background in economics with a passion for helping clients better understand their financial lives. He believes that meaningful financial guidance starts with building trust, taking the time to understand each client’s unique circumstances, and making complex financial topics feel more approachable.
Paul focuses on educating clients and helping them make informed decisions that align with their goals. He values the opportunity to build lasting relationships and provide thoughtful, personalized guidance, helping clients navigate important financial decisions with clarity and confidence.
Professional Designations & Associations
Personal Life
Born and raised in Rockville, Maryland, Paul has a strong appreciation for the Washington, DC area and its diverse communities. He lives in DC’s Penn Quarter with his fiancée, Vanessa. Outside of work, Paul enjoys traveling, exploring the DC area, and following sports, having grown up playing basketball, baseball, and soccer.
