Paula began her career in the financial services business in 1985. Prior to joining Raymond James in 2006, she spent 19 years as managing director, investments, at both US Bancorp Private Bank and Piper Jaffray. Today, as a wealth management specialist with Raymond James, her focus is on transitional events that occur in the lives of people. These events include retirement, death of a spouse or divorce, health crisis (onset of dementia, long-term illness, etc.) and the transfer of wealth to the next generation. Transitions create life changes, and life changes frequently create money changes.
While Paula believes that managing money is important, she also believes that having the ability to manage the decision-making process distinguishes her and her team from their colleagues. She believes people mostly focus on and gravitate toward the money side because it is concrete and more readily definable. But she believes it is best to understand the personal side first, and then connect that to the technical side.
Paula’s practice is client centered, and she works with individuals who want a collaborative relationship that enables them to work together as a team to create a vision for the future based on values, dreams and goals. She initiates conversations that inspire authentic discussions about concerns, ideas and private thoughts – and she’s willing to have difficult conversations. In this process Paula strives to provide clients with confidence and clarity in their financial situations. Clients are important to her, and not just anybody will be her client.
Paula is a graduate of Regis University, where she earned a Bachelor of Science in business administration. In 1999, she earned the designation of Certified Investment Management Analyst™ (CIMA®) offered by the Wharton School of Business at the University of Pennsylvania, and became a member of the Investment Management Consultants Association. She also maintains Series 7, 31, 63, 65, life, health and annuity licenses. Paula has also completed Level I and Level II training, provided by the Institute of Investment Management Consulting at Raymond James.
In her spare time, Paula enjoys playing golf, traveling, yoga, reading, gardening, cooking and supporting a number of charities. Over the course of her travels, the south island of New Zealand has been her all-time favorite destination. While being involved with several charities, Paula says the one that puts the biggest smile on her face and gives her great perspective is the Colorado Puppy Rescue, where she has the joy of playing with puppies and seeing their love, even in less than ideal circumstances.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with any organizations mentioned.