Navigating Life Changes

During most life changing events, formidable questions may arise: How do I ensure longevity for my money to benefit myself, my family and future generations? How will this change impact my life going forward? Who will provide the guidance I need to make the best possible decisions?

As a Successful Professional

By working with a professional you can truly trust, you can gain the knowledge and confidence in your abilities to make well thought-out financial life decisions with a clear sense of direction. Together, we will 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.

True Value

I learn your story, dig deep to understand what’s important to you, clarify what you want your assets to accomplish for you and oversee your family assets. I 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.

A Solid Foundation for Investing

Paula’s dedication to the financial services industry exceeds 30 years. She joined Baird, an employee owned firm, in September 2000. Paula is responsible for all investment recommendations and strategies implemented. She is the founder of the Savvy Women Club, and delivers the Chesser Wealth Management Experience helping 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 Series 7, Series 66 and life and long-term care insurance.

Paula regularly broadens her knowledge in the areas of preserving and managing wealth using strategies of asset allocation, diversification, professional money management and principles of tax efficiency, as well as understanding the dynamics of how financial, health and social issues affect clients’ lives.

Paula’s loved ones give her balance and her mentors keep her grounded in life. Her interests beyond her work include physical fitness, boating and traveling.

Learn more about Paula's story > 

Profile_collage.jpg“Our clients are the reason we come to work every single day. By managing our clients’ wealth through life changes, organizing and simplifying their lives, they are better able to focus on their purpose in life - the things that motivate and inspire them on a daily basis.” - Paula

Catherine L. McGannon, CWS, CLU, ChFC

Senior Client Specialist

Cathie has over 19 years of experience in the financial services and wealth management industry. She has extensive knowledge and participation in comprehensive financial planning for high net worth women and successful families. Cathie’s efforts are focused towards our client’s Advanced Planning needs which include tailored retirement, financial, cash-flow, estate, stock option and tax planning services.

She is exceptionally helpful and holds FINRA Series 7 and 66 registrations, and life and long-term care insurance. Cathie is also a Certified Wealth Specialist (CWS), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).

Cathie's pleasant personality, experience and financial planning background for high net worth families and affluent women experiencing a life event is of substantial benefit and value to our clients and Team. - Paula

Cathie attended Heidelberg College in Tiffin, Ohio where she studied Vocal Performance. She is an active community volunteer and has served as a mentor & vocal coach for underprivileged teens in Stark County. Cathie and her husband reside in Medina.

Dean Brennan

Client Specialist

Dean is a 2018 graduate of Kent State University with a bachelor’s degree in Finance. He is your first point of contact for our Team. Dean’s responsibilities include scheduling and confirming appointments, directing client documentation & distributions, opening new accounts, providing technology education & support, spearheading our marketing initiatives and coordinating our events. Dean enhances our client communications by consistently providing a concierge level of service.

He currently holds FINRA Series 7 & 66 registrations.

Dean's superior technology and organizational skills continue to streamline our practice, bringing additional efficiencies which benefit our client interaction. His can-do attitude, fresh ideas and positive outlook is a compliment to Team Paula’s culture. - Paula

Dean has spent his entire life in the suburbs of Akron and he currently resides in Wadsworth. He enjoys exercising, hiking, reading, taking his dog, Duke, for walks and watching all the Cleveland sports teams.

Janice Michaels

Branch Receptionist

Janice assists in facilitating our events by receiving incoming RSVP’s and provides behind-the-scenes administrative support as well as greets our clients with a smile 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 Sharon Center with her two children, Jeannie and Andrew. She also enjoys reading, summertime activities, and spending time with family and friends. She holds a Secretarial Science degree from the University of Akron.

Janice has a positive and tremendous communication skill set. Her care in always putting the client's interests first is complementary to our Team's consultative client approach. - Paula