Paul is helping individuals, families and business owners lead healthier financial lives.  As part of a Team of Financial Professionals, we help to provide security and stability in an unpredictable world.

Our Mission: Empowering You to Determine Your Needs, Reach Your Goals and Secure Your Future.

Our Team-oriented approach assists our clients with financial planning, family & wealth protection, wealth management and retirement planning.

 

 

We Help Individuals and Families:


  • Achieve financial goals through sound financial planning
  • Mitigate Risk through Life, Disability and Long-Term Care Policies
  • Implement Sound Investment Strategies
  • Fund Education and Major Purchases



Before joining the AXA team, my 24 year career included 16 years as executive and part-owner of a successful direct marketing firm.  Being a business owner, responsible for bottom line results is an experience that greatly informs how to best serve our business owner Clients and their employees.


We Help Business Owners With:



  • Group Insurance
  • Owner and Executive Benefits and Insurance
  • Retirement Plans
  • Wealth Management



I reside in Arlington, VA with my wife of 20 years, Melissa, our teenage sons Bradley and Derek, and our dog Jinx.  I regularly play soccer and basketball with friends, and enjoy coaching my son's soccer and basketball teams, and rooting for my hometown Boston sports teams.