As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation and transfer. 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 Magazine1 as one of the top 250 financial advisors in America in multiple years and a Top Advisor for Doctors, as listed in Medical Economics2. 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 Council3 qualifier, active in several national industry advisory councils, and Chairman of the Board of The Resource Group4 of Lincoln Financial Advisors.
Paul's civic and community involvement, past and present, includes: Trustee of The Ohio University Foundation, Endowment Chairman of the Center of Science & Industry (COSI), Rock & Roll Hall of Fame Professional Advisors Council, Board of Visitors of the Russ College of Engineering & Technology at Ohio University, Chairman of the Mayor's Advisory Council on Voluntary Services (Columbus), Adjunct Professor of Finance at Franklin University, Board Member of the Caring Program for Children, President of the Duke Club of Columbus, Professional Advisory Council Member at The Columbus Foundation, National Chairman of The Resource Group, and a Kilbourne Society Member at the Children's Hospital Foundation; as well as leadership positions in industry, and other community and volunteer organizations.
Paul, a licensed pilot, is married with two grown daughters and lives in Powell, Ohio.
1 WORTH Magazine required multiple levels of screening, an interview, and additional due diligence for the very limited 250 spots among hundreds of thousands of financial advisors nationally. Paul was included in the years 1998-2002.
2 Medical Economics Best Financial Advisers is a paid advertisement subject to additional scrutiny based on the advisor’s knowledge, experience, assets managed and is in good standing with FINRA. Paul was included in the years 2011,2012,2016,2018.
3 The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors. Paul has been included from the year 2000-2018.
4 The Resource Group is an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. Paul has been a member from 2001- 2018.