As Managing Director of Partnership Integration at True North, Paula leads the transaction process to a successful closing, ensuring achievement of the firm’s inorganic growth targets. She also manages the welcoming, onboarding, and assimilation of new advisory firms and their clients into the True North family. With a focus on client success and target financial performance, Paula ensures that the firm’s core platform processes are updated with the latest best practices and effectively adopted and executed across the fast-growing organization.

Since joining the firm in 2005, Paula has worn many hats, including leadership of the Wealth Management team, the Wealth Planning team, the Client Operations team, Sales and Marketing, and Human Resources. In every role, her primary goal has been to consistently deliver an exceptional client experience and to attract and retain top talent in the workplace.

Before joining True North, Paula served as Director for a Dallas-based restaurant group where she played an integral role in the company’s national expansion and eventual acquisition.

True North’s mission is Fulfilling Lives™. Paula supports this by investing in the team’s growth and development, pursuing excellence in the quality and consistency of services delivered, and championing innovation and scalability of the firm’s offering.

In 2018, Paula completed the Schwab Executive Leadership Program, an elite nationwide program for a small cohort of industry leaders with experience growing successful RIA firms.

Paula currently serves on the board of Twelve21 Global, a faith-based mission organization that mobilizes people to serve alongside local leaders in spiritually dark and impoverished communities through education, healthcare, and church plants.

Paula graduated from Stephen F. Austin State University with a BBA in Finance. She also earned a certificate of graduate studies from Dallas Theological Seminary. Paula and her husband have three sons and one daughter, a white golden retriever, and a black cat. She loves to travel, spend time with friends and family, exercise, learn new things, and find reasons to be grateful.