Paul joined Crestwood in 2023 and serves as a Client Advisor.

Paul works closely with clients to understand what’s important to them and their most deeply held values. He has a passion for helping people make smart choices with their money and building a roadmap to help them accomplish their goals.

Prior to joining Crestwood, Paul worked as a Financial Paraplanner and Client Relationship Specialist for an Independent RIA in Greater Boston. Paul provided hundreds of client families with comprehensive advice in Tax, Investment, Retirement, and Estate Planning categories.

Paul is a CERTIFIED FINANCIAL PLANNER™ professional. He earned his BA in Mathematics from College of the Holy Cross.

Paul grew up in Massachusetts and currently lives in Greater Boston. Paul enjoys traveling and running in his spare time. He completed the 2023 Boston Marathon and hopes to run all six major marathons eventually.