Paula aligns with Capital Wealth Planning’s boutique approach to provide strategic solutions tailored to each situation and for continued growth. With an impressive 26 years of experience in the financial service industry, she plays a critical role in helping the CWP team implement investment strategies that are built for high-net-worth individuals and families.
Paula is passionate about using her breadth of experience and knowledge in wealth management to serve clients at the highest level. Prior to joining Capital Wealth Planning, she worked for several flagship investment firms including Morgan Stanley and Fidelity.
She studied at Missouri State University, formerly Southwest Missouri State University, and proudly served as a board member for Charity for Change from 2009 – 2019. When she isn’t serving clients, you can find Paula exercising her green thumb for gardening or lending a hand at children’s charities across the nation.