As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation, growth, and transfer.
His clients include successful individuals, families, professionals, business owners and executives of private and public enterprises as well as foundations and trusts.
He helps accomplish his clients’ objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies.
Paul has been listed in WORTH Magazine as one of the top 250 financial advisors in America in multiple years1. Business First of Columbus has listed him among its Top Financial Planners every year since 20012. Columbus CEO Magazine recently named Paul a “Superstar” in the Finance and Accounting category3.
Paul maintains the professional and educational requirements for the certification as a CERTIFIED FINANCIAL PLANNER™ professional. He also maintains securities registrations and insurance licensing in most states.
He is a co-author of two books, Master Your Financial Success and Giving: Philanthropy for Everyone. He has written numerous published articles on advanced estate planning and is a frequent lecturer, nationally, on the subjects of finance, serious 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, university and client organizations on topics of current interest.
Paul received a Masters in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a Bachelors Degree in Electrical Engineering from Ohio University in Athens, Ohio.
Within Lincoln Financial Advisors, he is a perennial Chairman’s Council qualifier, active in several national advisory councils, and the past national chairman of the board of The Resource Group.
Paul’s community involvement, past and present includes: Trustee of the Ohio University Foundation, Chairman of the Mayor’s Advisory Council on Voluntary Services (Columbus), Rock and Roll Hall of Fame Advisory Board Member, Ohio University Russ College of Engineering Board of Visitors, Adjunct Professor of Finance Franklin University, President of Dublin AM Rotary, President of the Duke Club of Central Ohio, Caring Program for Children Board Member, COSI Community Board Member and Endowment Committee Chair, Kilbourne Society Member at the Children’s Hospital Foundation, Columbus Foundation Professional Advisors Board, and others.
Paul, a licensed pilot, is married with two grown daughters and lives in Powell, Ohio.
1Worth magazine’s “Top 250 Financial Advisors” are chosen by reader submission and an editorial vetting process.
2Columbus Business First’s “Top Financial Planners” are selected and ranked by assets under management as of year-end the prior year.
3Columbus CEO magazine’s “Superstars” are nominated by reader submission and an editorial vetting process.