Rockville, MD

Paul joined AssuredPartners, Inc. in 2003 after starting his Financial Services career with MetLife. Paul has been instrumental in developing AssuredPartners Retirement Services Practice. Paul's personal practice includes consulting on Corporate Retirement Plans, Deferred Compensation and Executive Bonus Arrangements. Paul has worked closely with clients helping them understand their regulatory duties and making sure they remain compliant with ERISA and their duties as fiduciaries. He and his team work closely with employees as well, helping to ensure their successful retirement through comprehensive Financial Wellness programs that meet employees where they are at.

Paul graduated from Bowling Green State University and received his CFP® designation in 2006. He carries FINRA Series 6, 7, 63 & 65 registrations as well Life, Health, Property, Casualty and Variable Products licenses in all 50 states. He is the Former Board Chair of Girls on the Run of Montgomery County and stays active in a variety of volunteer capacities.

Paul lives with his wife Shannon and their two daughters in Gaithersburg, MD.