Client Service Associate
Paul assists clients who call in with questions or needs regarding their accounts. He helps to prepare and gather appropriate documentation and information for a variety of client needs and aides in scheduling client meetings.
Prior to joining FSA, Paul worked as a financial planning assistant. He worked directly with the financial advisors of professional athletes and entertainers and senior coordinators of the firm to provide day-to-day support.
Paul studied at Towson University and earned his undergraduate degree in business administration with a concentration in management. Since then he has earned a certificate in financial planning from James Madison University through the Certified Financial Planner® Education Program.
Paul enjoys being a part of the FSA team because it gives him the opportunity to provide quality customer service while being a useful resource to clients, thus build lasting relationships. He is an avid sports fan and also mentors and coaches youth basketball in his community.
