As a Wealth Manager, Paula enjoys working with her clients to help ensure they have a customized and comprehensive financial plan. “Helping clients work on pursuing their financial goals is very rewarding. I want clients to know that I care about their financial well-being, and that I’ll spend the time to make sure they feel comfortable with their financial decisions.”
Paula received her undergraduate degree in Education and a Juris Doctor (Law) degree from UW-Madison. With qualifications including Series 7, 65 and 63 registrations, which she holds through LPL, as well as Life and Health licenses, Paula is able to offer access to a wide range of services.
Paula is active with the Madison South Rotary and Badger Prairie Needs Network while also being a lover of the arts. While Paula has an office at our Middleton location, Paula and her staff can meet with you at whichever of our nine locations is most convenient for you.