Sr. Wealth Manager
Contact Paula for investment questions or additional information about becoming a valued client.
Paula is a Wealth Manager, specializing in the design of custom financial plans to guide her clients in reaching their financial goals. Paula has been in the financial industry for more than 17 Years, working at Morgan Stanley and Edward Jones.
Paula served in the USAF from 1984-1988, stationed at Hickam AFB, Hawaii where she graduated from Hawaii Pacific University. After the military she worked in civil service from 1989-1995. During those years of selflessly serving others she learned extreme discipline, leadership skills, endless work ethic, and the ability to work in high pressure situations. She was awarded several prestigious awards including Civilian of the Year.
She has played an active role in various communities throughout her career, including: School Board of Directors, Girl Scout leader, President of Wives Club, Advisor for Heartland Family Services, Chairman of Sarpy County Chamber of Commerce and member of the board of directors for Bellevue Senior Citizens Center.
Paula is happily married to Mark. Together they have 5 children and 5 grandchildren who are the true joy of their lives! Together they enjoy traveling, riding motorcycles, kayaking, home improvements, and trying new restaurants with friends and family. Paula is an avid reader and loves fashion.