
Sticking to a Plan: Perspectives From a Triathlon
As financial planners, we often hear things like, “My friend read about this new investing
Education
In Financial Services since: 2004
With Marshall since: 2009
Past and present affiliations:
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.
As financial planners, we often hear things like, “My friend read about this new investing
As a Certified Financial Planner™, I’ve always seen the value of having a coach to
If you’re over 40 and in a great new relationship that looks like it’s headed
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Allison Masoero CFP®
Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
David Emery, CPF®, CDFA®
Senior Wealth Advisor
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Jim McGowan CFP®
Senior Wealth Advisor
Nicholas Pileggi CFP®
Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Erenius FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Coordinator & Client Care Specialist
Dina Mele FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Adam Reinert CFA, CFP®
Chief Investment Officer & COO