Paul has consulted with hundreds of closely-held businesses and individuals for nearly three decades. He combines strong accounting, tax and financial planning skills with a practical approach to solving problems.
Paul has the ability to communicate complicated financial matters in a way that instills confidence and focus in his clients. His clients see him as their “trusted advisor” on financial and tax matters. He is an integral part of our wealth management affiliate, Gray Equity Management, LLC.
Paul is a member of the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants, and is also active in several charitable, service and religious organizations.
Paul is a graduate of the University of South Florida.