Paul brings more than 25 years of financial services experience to the SAX Wealth team, with a career rooted in disciplined investment management and objective, client-focused advice. His background includes over a decade of institutional trading experience in New York City, followed by two decades leading his own independent, fee-only advisory firm—experience that shaped his unwavering commitment to acting in clients’ best interests.

With deep expertise in investment strategy, portfolio construction, and holistic financial planning, Paul is dedicated to helping individuals and families make informed decisions that support long-term financial security and flexibility. He believes in delivering thoughtful guidance grounded in rigorous analysis, transparency, and a personalized understanding of each client’s goals.

Paul earned his MBA from Columbia University, where he was named a Dean’s Scholar and inducted into the Beta Gamma Sigma honor society. He also holds a Bachelor of Commerce from McGill University, graduating with Great Distinction. Paul is a CFA charter holder and a CFP® professional—credentials that reflect his commitment to professional excellence and ongoing education. He has also been featured as a financial expert in media outlets including The Wall Street Journal, Kiplinger’s, and Fox News.

Originally from Canada, Paul now resides in Utah where he enjoys taking advantage of the outdoors. A lifelong skier—and former ski instructor—he also stays active playing squash, and has a growing passion for fly-fishing. Most of all, he enjoys time with his wife, Beth, and their daughter, Ashley.