Paul entered the financial planning field in 1989 and was affiliated for 17 years with one of the largest and most admired insurance/investment firms in the industry. He specialized in providing financial advice and consulting services to physicians, professionals and business owners.
In 2006, Paul launched the KeyArx firm with the expressed goal of providing cutting edge products and services to his clientele. His customer base extends to include advisors, corporations and hospitals. Paul’s latest and very successful endeavor consists of training, educating and distributing his total client services and products to over 100 independent financial advisors across the country.
A hallmark of Paul’s marketing philosophy is his unique ability to bring together professionals and corporations from various disciplines and industries. This established networking arrangement allows him to employ his integrated wealth management approach in a highly effective manner, providing his clients and advisors with financially efficient products and services.