Paul brings 24 years of experience to his position as partner at TSG Financial. In addition to his career-long involvement in Employee Benefits, Corporate and Personal Financial Planning and individual insurance, he coordinates the TSG Financial Group Benefits practice, our employee benefit specialty practice group. The TSG Financial Group Benefits practice specializes in employee benefit program design, consult and implementation. Paul also holds the prestigious Certified Financial Planner, designation from the CFP board in Washington, DC as well as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College in Bryn Mawr, PA.
Paul, along with Bryan Pendrick, also chair TSG Financial’s Homecare Specialty Group, providing employee benefit design an consulting services to the home health care industry.
Paul, his wife, Lynn, and their three sons reside in Dix Hills, NY. Paul is very active in many charitable, educational, athletic and religious organizations.
