Paul O'Malley, C.P.A.
Paul entered the financial services industry in 2020 after five years as a tax accountant. As a C.P.A., he works with clients year-round to ensure tax-efficient strategies are integrated into their financial plans. His approachable style allows him to build lasting client relationships.
He earned both his undergraduate and Master’s degrees in Accounting from the University of Massachusetts Amherst. Outside of work, Paul enjoys traveling—especially to Maine and Southern Spain—and supports causes including special needs charities, veteran care, and animal shelters.