Meet Our Team
Get to know the defined benefit plan consultants behind our success
Senior Consultant (Chicago)
Paul joined October Three in 2022 as a Senior Consultant. As part of the Pension Risk Transfer team at October Three, Paul’s primary focus is helping Broker-Dealers and RIA’s identify opportunities to help their clients mitigate risk and get to plan termination quicker within traditional defined benefit plans. Additionally, Paul educates and socializes innovative Cash Balance plan strategies, such as Market Return plans, as viable options to improve outcomes for clients and increase AUM for advisors.
Paul has been in financial services since 2009, working directly with small business owners in a variety of capacities, and fully understands the unique challenges business owners and executives face. Spending close to 10 years with PNC Financial Services, he gained a myriad of experience as his career progressed and held positions in consumer and business lending, sales management, and relationship management within the Private Banking and Trust divisions. Most recently, Paul was an external wholesaler for multiple large recordkeeping platforms and focused on distribution amongst independent advisors and RIAs.
He was attracted to October Three because of the talent he now finds himself surrounded by and the thought leadership and technology-focused approach that O3 brings to an industry otherwise mired in the past. When bringing new solutions and ideas to Financial Advisors looking to grow and maintain their DB book of business, Paul takes pride in knowing that he is backed by a deep bench of industry leaders.
Paul is a Chartered Retirement Plan Specialist (CRPS®), a designation earned from the College of Financial Planning, and received his Bachelor of Science from Florida Atlantic University in Boca Raton, FL. He currently resides in Delray Beach, Florida.