Designations and Licenses

Paula is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Paula helps clients achieve their short- and long-term objectives through financial planning, investment management, tax planning and estate planning. She also works with multigenerational families to help ensure continued support as clients transition to retirement and manage complex financial situations. Her past experience in various medical sectors gives Paula additional opportunities to connect with clients on planning solutions.

Before joining Mariner, she worked in the audit and tax departments of a large accounting firm in Chicago.

She has a bachelor’s degree from Northern Illinois University. Paula is a member of the Financial Planning Association Colorado Chapter.

Personal Interests

Paula is an avid bike rider. In one day, she completed 123 mile Colorado bike ride over three mountain passes, an accomplishment that required a plan, strategy and training as well as dedication.