Quiet Confidence, Personalized Expertise, Lasting RelationshipsWith a journey that spans from Reading, PA, to the heart of Wall Street and back, Paul is a valued resource 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 ExpertisePaul is a 1988 graduate of Albright College, with a Bachelor of Science degree in Mathematics and Finance.Paul’s journey into wealth management started while he was still in law school, working for his father’s 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. Paul practiced law at Fry & Golden, specializing in estate planning and administration.From Law to Wall Street and BackIn 1994, Paul decided to follow a childhood dream and take his talents to Wall Street, working as an equity trader. 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 entrepreneurA Distinctive PathIn 1999, he earned the Certified Financial Planner (CFP)® certification. In 2004, he added the Certification in Long-Term Care (CLTC), showcasing his dedication to comprehensive financial support.A Man of Many PassionsPaul is more than just a financial expert; he’s a family man and a sports enthusiast. He is an avid golfer. 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 CommunityPaul 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. Family FirstPaul 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.