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.

One thought on “Paul J. Phelan

  1. Patrick Long

    Hi Paul,
    I will also try your office… but wanted to ask if ESC has MultiFamily clients and prospects?My firm, River Oak Risk, partners with leading brokers. We build custom onshore captives for MultiFamily Owners and PMs. They provide ESC clients with better coverage and significant profits if loss histories are maintained. If you have interest in learning more- or introducing me to an ESC colleague, please let me know.
    Thanks,
    Patrick Long

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