investments@journeysw.com 
Bio
Paul began his career in wealth management as an investment research and portfolio analyst, where he provided investment management services for high-net-worth individuals. His role focused on crafting tailored investment strategies and conducting in-depth market analysis to meet client goals.
He earned a bachelor’s degree in business administration with a minor in Anthropology from Skidmore College. Paul is also a CFA Level 3 candidate, with plans to earn his charter soon as he advances in his professional journey.
Outside of his work, Paul is actively involved in his community, serving on the Junior Board of ExpandED Schools, an organization supporting over 900 afterschool programs across New York City. These programs partner with public schools to provide enriching learning opportunities for students. In his personal time, Paul enjoys golfing and spending quality moments with his family and friends.
Journey Strategic Wealth
Penny Phillips
President, Partner
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
New York & New Jersey
Mike Brown
Financial Advisor, Partner
Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Virginia
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Northern California
Brett Agnew CFP®
Financial Advisor
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