Paul is a graduate of Fairleigh Dickinson University in Madison, NJ, where he earned a BA in Psychology and MA in Industrial Organizational Psychology. He began his career at ADP in 2014 managing enterprise-wide initiatives, performing research focused on cultural differences in business and behavior, presenting insights to a range of executive and global audiences, and contributing to innovation processes working with product development teams.
With a passion for technology and influencing decision-making with data, his path led to becoming a strategic HR Business Partner for the Global Product and Technology division. In this role he partnered with senior leaders to focus the vision for their organizations, drive change management initiatives, provide executive coaching, and guide teams and individuals to succeed. During his tenure he worked closely with cutting-edge technology teams from the Innovation Lab, UX Research & Design, and Product Management, as well as those supporting current-gen and legacy products used by millions of people.
Through his people-focused approach to business development, Paul has always been committed to empowering others through education and helping them achieve life goals through their work. He found the greatest reward to be hearing from people about how their work enabled them to provide more security and opportunity to their families.
In his pursuit of purpose and commitment to making a meaningful impact in the lives of others, Paul joined Heritage in 2023. Following years of planning, he partnered with Mary Morse to provide clients a unique blend of experience and a multi-generational perspective, providing comprehensive financial advice with a long time horizon for service and support. As a family team, they are focused on helping clients across generations develop and implement financial strategies focused on growth and security for themselves and their loved ones.