Who We Are
Paul R. Hakel, CFP®
Director
Paul began his career with PaineWebber in 1981 and has provided his clients with portfolio management, retirement income planning and comprehensive estate planning for 39 years. A native of Erie, he is a graduate of the University of Notre Dame with a Bachelor's degree in Business Administration. Paul, subsequently received his MBA from Gannon University and secured the designation CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College of Financial Planning. He is a member of the Estate Planning Council of Erie and Chair of the Finance Committee of St. Luke's RC church. Paul lives in Erie with his spouse Deborah.
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Robert A. Fabrizio, CRPC®
Managing Director
Bob began his career with PaineWebber in 1999 and has focused on retirement planning, portfolio management and insurance solutions with his clients over the past 21 years. Bob earned his Bachelor of Science Degree in Economics from Edinboro University, the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning and an Advanced Certificate in Financial Planning from Mercyhurst University. He is a member of the Estate Planning Council of Erie and an avid outdoorsman. Bob lives in Millcreek with his spouse Lorie and their two daughters.