In Financial Services since: 2004

With Marshall since: 2009

Past and present affiliations:

• Member – Financial Planning Association
• National Association of Personal Financial Advisors—Fee only advisors
• Pearl S. Buck International Women of Influence Committee
• Bucks County Estate Planning Council
• Past President – Philadelphia Area Chapter Financial Planning Association

Get to know:

As a financial life planning professional, Paula is passionate about helping her clients thrive.  She sees her role as coach and advisor to support, motivate and inspire her clients to explore and fulfill their vision of personal success and significance.  She uses her talents at exploring and analyzing complex situations to “create comfort and confidence in the financial decisions people make along the journey of life.”

Her own journey has taken Paula from an interest and education in Food and Nutrition to many years as an executive in clinical research and strategic marketing for Baxter Healthcare, Sanofi Winthrop Pharmaceuticals and Nycomed Inc. Her own experiences with work life balance, career transitions, long term planning, blended families and a husband who is a retired executive make her exceptionally valuable to the executives and their families who make up the bulk of her clientele.

Paula holds an MBA in Marketing, Management and International Business from New York University, where she served as adjunct faculty member at the School of Continuing and Professional Studies, teaching financial planning and wealth management.

Paula resides in Buckingham with her husband Michael. She enjoys when all four of their children and three grandchildren can share experiences together. Some of the family favorites are scuba diving, skiing, and creating delicious meals at home. Paula recently completed her 200-hour Yoga Alliance teacher training in Ashtanga yoga and is a retired age‐group triathlete.