Paul brings over 20 years of financial services industry experience to the Director of Investments role in Tennessee. Providing strategic support in managing investment activities for Peachtree Planning and its advisors, Paul is responsible for the growth and development of the investment business while offering financial services to private clients including individuals and business owners.
Paul began his career in central Pennsylvania, where he was born and raised, by establishing an independent wealth management firm. He moved to the Nashville area in 2018 where he continues to provide comprehensive financial planning.
Paul is a 2002 graduate of Penn State University where he obtained a bachelor’s degree in Finance. In 2009 he obtained a certificate in financial planning from Boston University. He also achieved the designation of Certified Financial Planner™ that same year. In his leisure, he enjoys live music, playing guitar, and being outdoors.
His office is located at 9019 Overlook Blvd. #D-1, Brentwood, TN 37027.