Paul joined NEPWA in 2025 when the firm acquired DHK Financial Advisors. He focuses on performance reporting and analytics to help ensure clients can clearly understand portfolio results, and he advances systems and processes that support that goal. Previously, Paul worked as a Senior Data Analyst at Fidelity Investments and Assistant Treasury Manager at Liberty Mutual.

Paul is driven by knowing he is helping his clients reach their financial potential. He believes that the reports they produce and the systems they implement can have a direct impact on each client’s future. He has enjoyed getting to know the NEPWA team and their innovative spirit as
they are always striving for improvements.

Paul is originally from North Carolina and went to UNC-Wilmington where he received a BS in finance. Later, he completed his MBA at UNC-Greensboro.

Paul is married to a kindergarten teacher and is the proud father of three grown children. He enjoys hiking, the outdoors, reading, and time with family and friends.