Personal Profile

Achievements and Education Paul has been a top producer with New York Life and the industry since he began his career in 1997. He has thirty-seven years of financial services experience, which includes twenty-six years of banking. He received his MBA from Xavier University and is a graduate of Franklin University. He also earned his Chartered Life Underwriter and Chartered Financial Consultant designations through The American College.

Affiliations and Family Paul has devoted much of his time through the years to help develop our community by participating in various organizations. He has served as a member of such associations as the Blanchard Valley Continuing Care Board of Trustees, Blanchard Valley Association of Insurance and Financial Advisors, Society of Financial Service Professionals, Findlay-Hancock County Chamber of Commerce, Findlay Rotary Club, The Financial Planning Association, and the Findlay Estate Planning Council. Paul is married to Jeanne and they have three daughters. He is also a proud grandparent of one grandchild.

Staff Profile Paul relies on the services of Administrative Assistants, Holly Fenstermaker and Ellen Myers, to process daily activities and manage the office. Our clients also depend on Holly and Ellen, since they have over 16 years experience and 7 years experience, respectively, in customer relations. Jeanne, Paul's wife, enjoys serving as receptionist and answering the phone, and simply helping out wherever needed. Gerald Glick joined the team to assist Paul with allocation analysis. Gerald is a retired CFO of a local bank, whose knowledge and financial background have been helpful in his supportive role.