Meet Paul
Paul is a Sr. Wealth Advisor in Newark, Delaware with over 30 years of experience in wealth management. He founded Mallard Financial Partners in 1996 and served as its Chief Investment Officer. Today, Paul takes pride in being the first person clients turn to when financial concerns arise. He works diligently to address those concerns and chart a financial path that enhances their quality of life and helps them avoid unnecessary worry. Paul holds a B.S. in computer science from the University of Delaware and an M.S. in computer science from Villanova University.
Paul’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Paul has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Paul is known for making complex financial and economic topics easy to understand. Clients often share the concerns that keep them up at night, and with Paul, they find clarity and a path forward. If you’re looking for a trusted partner to help you navigate your financial challenges, Paul is a great fit.
Paul in real life
What keeps you busy outside of work?
I enjoy pickleball, disc golf, hiking, camping, and reading.
Favorite thing about where you live?
Newark, Delaware is home to the University of Delaware, where my wife and I met, and it’s where we raised our son. We love the community that we have served, which has supported us for more than 30 years.
Why do you like working at Mercer Advisors?
Mercer Advisors is a large independent firm with a boutique feel with its support teams. This allows me to keep things simple and focus on the clients I serve. I meet with and stay in touch with clients, address the issues they face, and ensure that their financial lives are running smoothly.
Paul’s snapshots
Meet Paul’s Teammates
Christina Sheldon
Client Service Specialist
What Paul Says
Chris handles the details, such as new account forms and more, for our clients. She is often the first person they speak with. She works hard to ensure that our communications with our clients is first-rate.
Susan Lehnerd
Wealth Advisor
What Paul Says
Susan and I have been working together to serve clients for about 20 years. She really cares and does a great job of relating to her clients.
Jason O’Meara
Wealth Advisor, Sr. Director
What Paul Says
As a leader, Jason can quickly help me find the best way to tap into the resources of Mercer Advisors so I can better serve my clients.
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