About JonPaul
JP focuses on financial planning for clients from multiple generations. An avid history buff, JP serves as treasurer for Revolution 250, a consortium of nonprofits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial. With an eye toward helping demystify finances for underserved communities, JP also serves on the Financial Planning Association of New England’s Diversity, Equity, and Inclusion Committee and as a member of the associate board of directors for Junior Achievement of Greater Boston.
He lives near Boston with his wife and two children and enjoys hiking, traveling, and cooking.
Education and Professional Milestones
-Yale University - degree in history
-Has held roles with Adviser Investments, North American Management in Boston, and Cumberland Trust in Nashville, TN.
JP focuses on financial planning for clients from multiple generations. An avid history buff, JP serves as treasurer for Revolution 250, a consortium of nonprofits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial. With an eye toward helping demystify finances for underserved communities, JP also serves on the Financial Planning Association of New England’s Diversity, Equity, and Inclusion Committee and as a member of the associate board of directors for Junior Achievement of Greater Boston.
He lives near Boston with his wife and two children and enjoys hiking, traveling, and cooking.
Education and Professional Milestones
-Yale University - degree in history
-Has held roles with Adviser Investments, North American Management in Boston, and Cumberland Trust in Nashville, TN.