James “Jamie” Paul
Dickson City & New Milford, PA Offices
Jamie’s passion has always been to guide clients toward financial independence and success. His journey in tax planning began in 1994, and he expanded his expertise into financial planning in 2003. This extensive experience makes him a highly qualified advisor, adept at weaving together the intricate elements of clients’ financial landscapes into comprehensive portfolios that offer the confidence to retire with dignity.
Volunteering is a cornerstone of Jamie’s life. His commitment to sharing financial wisdom with local families and small businesses led him to join the non-profit organization SCORE. In this role, he mentors individual entrepreneurs, helping them navigate every stage of their business ventures.
In addition to his professional achievements, Jamie, a former member of the U.S. Coast Guard, is dedicated to advising fellow veterans in an effort to maximize their benefits. Outside of work, Jamie enjoys spending quality time with his grown children and traveling with his wife, Dianna, and their beloved dog, Rosie.
