As Principal, Vice President of Client Experience for True North, Paula’s passion is strategically crafting a consistently exceptional experience for our clients. Paula supervises Wealth Management, Financial Planning, Operations, Sales, and Marketing for True North. She spends much of her time focused on driving industry-high client satisfaction levels, creating efficiencies in core process execution, and serving as project manager for various company-wide strategic initiatives.
Paula successfully completed the Schwab Executive Leadership Program in 2018, which is a one-year program of personal and professional growth designed to prepare leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation’s top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services.
Paula previously managed Human Resources for True North and has worn many hats since she joined the firm in 2005. Prior to True North, Paula worked in the corporate office of Tin Star Restaurants. There, she played an integral role in the company’s rapid national growth, serving as Administrative Director.
Paula graduated Cum Laude from Stephen F. Austin State University with a Bachelor of Business Administration in Finance and Economics. She has a certificate of graduate studies from the Dallas Theological Seminary and certifications in personal training and biomechanics of strength training from the Cooper Aerobics Institute in Dallas. Paula lives in Dallas with her husband and their four children. Outside of her professional life, Paula enjoys spending time with family and friends, being a champion for her kids in sports and other interests, studying the Bible, working out, and traveling.