Multi-Generational Financial Confidence.

Meet Paula


Paula has been a mainstay in our office for 25 years. As our Client Services Manager, she displays a great deal of compassion for our clients, all of whom she counts among her friends and family. It’s not unusual for our clients to call Paula first before they call their advisors simply because of the rapport she’s built with them.

A graduate of East Aurora High School (go Tomcats!), Paula has a long history of being an acve member of our community. She has her CLTC® designaon and has been an insurance agent for several years.

Outside of work, Paula enjoys spending me with her fiancé and children. Her two children are Adam (age 35) and Marissa (age 33). She also has eight beauful grandchildren ranging in age from late teens to toddler. She considers her grandchildren to be her reward for raising her children! She also enjoys binge watching Nelix and stays busy caring for her aging mother.


Favorite Food:


Best piece of financial advice I received:

Never do anything from emotions.

Favorite Quote:

It is what it is.

If I could meet anyone, past or present, it would be:


Favorite book:


Favorite movie or TV show:

Big Bang Theory

Favorite Holiday:


What motivates me:

My grandchildren

Something on my bucket list:

To visit the lagoon from The Blue Lagoon movie

Place I’d most like to visit:


My biggest accomplishment:


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