Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After decades in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President & Founder
Paul graduated from West Liberty State College, West Virginia, in 1980 with a Bachelor of Science in Accounting. After working for a regional public accounting firm for three years, he left to start his own practice.Ten years after...
Director, Retirement Administrative Operations
(516) 997-6008 ext. 208
Life Division Associate
(516) 997-6008 ext. 209
Andrew joined Professional Wealth Associates in 2015, bringing with him 12 years of experience as a Financial Representative. In his role, Andrew helps guide his clients through the often-overwhelming process of creating an insurance...
Director, Investment Management & Research
(516) 997-6008 ext. 217
Steve joined Professional Wealth Associates in July of 2020 and brings over 25 years of financial services and investment management experience to his role. He previously served as Senior Vice President of Advisor Strategy...
Client Services Liason
(516) 997-6008 ext. 213
Sarah joined Professional Wealth Associates in 2018 as an Administrative Assistant, handling all aspects of client service including new client setup, processing premium payments, portfolio contributions, and account transfers. She is...
Life Division Client Services Associate
(516) 997-6008 ext. 218
Linda joined Professional Wealth Associates in 2022 as an Administrative Assistant, working directly with the head of PWA’s Insurance Division. In her role, Linda is responsible for operations and business processing as...
Client Services Specialist
(516) 997-6008 ext. 216