With 20+ years of Corporate experience behind her, Paula brought her love of helping people to her current role as a Financial Security Advisor. She is passionate about her clients and helping to understand their values and goals. This understanding allows her to create financial plans that will ensure her clients’ financial goals are met. She maintains long-lasting relationships through strong bonds built on trust and respect.
Paula specializes in helping clients move from the corporate world to being self-employed, as well as on prospecting for new clients, staying motivated in moving towards your goals, and finding success in your field. Her honesty and openness have led to lasting friendships with her existing clients. She thrives on working with individuals and small business owners, helping them to plan and implement wealth management strategies, retirement strategies, and estate maximization.
Paula lives with her husband Dan, a helicopter pilot and owner of Haupt Tree Line Maintenance. She fills her spare time with countless hours volunteering for a variety of organizations and charities. Community involvement and giving back is an important part of Paula’s life.