Navigating Life Changes
No matter what the life event is, formidable questions always arise: How will this change impact my life going forward? Who will provide the guidance I need to make the best possible decisions? How do I ensure longevity for my money to benefit myself, my family and future generations?
Team Paula digs deep to understand what’s important to you, clarify what you want your assets to accomplish for you and your family. We unravel the complexities and issues that come with your wealth, with great care taken towards family values. Our team delivers consistent processes, strategies and open communications you can count on. We build, manage and preserve wealth for years to come, providing you the financial independence to focus on the things that bring you joy and happiness in life.
A Solid Foundation
Paula’s dedication to High Net Worth families exceeds 30 years. She joined Baird in 2000 and advises Successful Business Owners, High-Level Professionals and Affluent Women in five key areas: 1) wealth preservation, 2) tax mitigation, 3) taking care of heirs, 4) protecting assets and 5) analyzing charitable options. Paula’s successful practice helps to make the Wealth Management process feel seamless to her clients. She studied finance at the University of Akron and successfully completed the Academy of Financial Executives program at The Ohio State University. Professional licenses include FINRA Series 7, Series 66 and Life and Long-Term Care insurance.
Paula is a member of Catawba Island Club, The Crews Nest, Put-In-Bay Yacht Club, Portage Country Club and the Akron Tax and Estate Planning Council. She is a graduate of Leadership Akron Class XVI, past president of the Fairlawn Area Chamber of Commerce, and past Board Member of Girl Scouts of Northeast Ohio, Stan Hywet Hall and Gardens, Greenleaf Family Center, Akron Civic Theatre, Akron Symphony Orchestra. Paula is a past member of the Knowledgeable Network of Women, Greater Akron Chamber, and Women’s Network. She has published various financial editorials and was recognized as the “Face of Wealth Management” by Akron Life Magazine. Paula received the Women’s Network Founders Award and Women of Professional Excellent Award. Paula loves spending time with family and friends and her passions outside of work include physical fitness, yachting and traveling.
Dean is a graduate of Kent State University with a Bachelor of Business Administration degree in Finance. His efforts assist our Team with our client’s Advanced Planning needs; tailored financial planning which includes business sale, retirement, cash-flow, estate, stock option and tax planning analysis. Dean also directs client documentation, distributions, opens new accounts and provides client technology education and support. He currently holds FINRA Series 7 and Series 66 Registrations and Life, Variable Accident & Health Insurance Licenses.
Dean's understanding of the client's unique purpose and objectives enriches our Advanced Planning efforts. His superior technology and organizational skills continue to streamline our practice, bringing additional efficiencies which benefit our client interactions. - Paula
Janice assists our Team in a broad administrative and technological role, which increases our Team's efficiencies. She is also the first person to welcome you with a warm greeting upon arriving at our office. A native of Cuyahoga Falls, she was one of six children born to hard-working parents who stressed the importance of a good work ethic. Janice lives in Wadsworth and enjoys reading, summertime activities, and spending time with family and friends. She holds a Secretarial Science degree from the University of Akron.
Janice's positive attitude is infectious. Her care in always putting the client's interests first enhances our Team's client interactions. - Paula