Meet The Team

Paul joined October Three in 2022 as a Senior Consultant. As part of the Private Market Team, his primary focus is bringing better Cash Balance plan consultation, service, and expertise to the financial advisory community. Paul educates and socializes innovative Cash Balance plan strategies, such as Market Return plans, as viable options to improve client outcomes and increase advisors' AUM.

Paul has been in financial services since 2009, working directly with small business owners in various capacities. He fully understands the unique challenges business owners and executives face. Spending close to 10 years with PNC Financial Services, he gained a myriad of experience as his career progressed. He held consumer and business lending positions, sales management and relationship management within the Private Banking and Trust divisions. More recently, Paul was an external wholesaler for multiple large recordkeeping platforms and focused on distribution amongst independent advisors and RIAs.

He was attracted to October Three because of the talent he now surrounds himself with and the thought leadership and technology-focused approach that O3 brings to an industry otherwise mired in the past. When bringing new solutions and ideas to Financial Advisors looking to grow and maintain their DB book of business, Paul takes pride in knowing that a deep bench of industry leaders backs him. He is a Chartered Retirement Plan Specialist (CRPS®), a designation earned from the College of Financial Planning. He received his Bachelor of Science from Florida Atlantic University in Boca Raton, FL and resides in Delray Beach, Florida.