As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation and transfer. Our clients include successful individuals, professionals, business owners and executives of private and public enterprises. Paul helps accomplish his clients' objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies.
He has been listed in WORTH Magazine as one of the top 250 financial advisors in America in multiple years and a Top Advisor for Doctors, as listed in Medical Economics. Business First of Columbus has listed him among its Top Financial Planners in multiple years. Columbus CEO Magazine has named Paul a Superstar in the Finance and Accounting category.
Paul maintains the professional and educational requirements for the certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also maintains Series 7, 6, 62, 63 and 66 securities registrations and insurance licensing in many states.
He is a co-author of the book, "Giving: Philanthropy for Everyone." He has written numerous published articles on advanced estate planning and frequently lectures across the nation on the subjects of finance, investing and charitable giving. Paul has made numerous media appearances on television, radio and in print, including Fortune Magazine, Kiplingers and others. He regularly addresses industry, academia and client organizations on topics of current interest.
Paul received a master's degree in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a bachelor's degree in Electrical Engineering from Ohio University in Athens, Ohio.
He is affiliated with Lincoln Financial Advisors and is a perennial Chairman's Council qualifier, active in several national industry advisory councils, and Vice Chair and chairman of The Resource Group of Lincoln Financial Advisors.
Paul's civic and community involvement, past and present, includes: Board of Visitors of the Russ College of Engineering & Technology at Ohio University, Adjunct Professor of Finance at Franklin University, Chairman of the Mayor's Advisory Council on Voluntary Services (Columbus), Professional Advisory Council Member at The Columbus Foundation, Member of COSI's Community Board, Rock & Roll Hall of Fame donor circle member, Board Member of the Caring Program for Children, President of the Duke Club of Columbus, and a Kilbourne Society Member at the Children's Hospital Foundation; as well as leadership positions in Dublin Rotary, Worthington Education Foundation and Upper Arlington Schools Business Advisory Council.
Paul, a licensed pilot, is married with two grown daughters and lives in Powell, Ohio.