Paul J. Phelan

CFP®
Principal

PhelanPPaul J. Phelan, CFP® joined EC&S in 2003 after he got his start in insurance with MetLife. Paul is the Senior Producer on the Employee Benefit team.  He also manages all of the carrier relationships for Individual Life and Disability Products as well as the Broker Dealer relationships on Financial Products.

Paul graduated from Bowling Green State University in 1998 with BS in Business Administration; he is Life & Health licensed in 24 states, carries Series 6, 7, 63 and 65 securities licenses and received his CFP ® designation in 2006. His hobbies include cooking, distance running, and he volunteers his time coaching and serving on the Board for Montgomery County Girls on the Run.

Paul lives in Gaithersburg, MD with his wife Shannon and their two daughters.

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