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Paul has worked in the financial services industry since 1980, assisting clients in meeting their needs through careful consideration of their goals and objectives. He is an expert in providing a broad range of personal services, including family security, education funding, estate tax planning, charitable giving, asset allocation modeling and retirement planning. He also helps closely held and public companies with business-planning services, such as succession planning, key-employee protection, executive benefits, employee benefits, qualified retirement programs, nonqualified benefits and benefits in transition. Paul has been both an instructor for professional education programs and a seminar leader for estate, financial planning, insurance and professional groups. He holds Series 6, 7, 63 and 66 securities licenses and is a Chartered Life Underwriter and a Chartered Financial Consultant. Paul is a graduate of Bucknell University with a B.A. in Economics. He is chairman of the Pittsburgh Symphony’s New Leadership Board, chairman of the Sewickley Planning Commission, and a board member of the Pittsburgh Botanical Gardens. | 