As a Managing Principal, Paula is responsible for driving the vision and execution of the strategic plan for McLean while overseeing the daily operations of the firm.
Paula also works with the division within McLean dedicated to the management of employer-sponsored retirement plans. Her specialized industry knowledge and practical experience working in the areas of investment management and portfolio design, plan design optimization, service provider coordination, ERISA compliance, and individual participant counseling allow her to effectively advise retirement plan fiduciaries regarding qualified plan management. Paula is also a member of the McLean Asset Management Investment Committee.
Prior to joining the growing team at McLean, Paula served as director of retirement plan services for a CPA wealth management firm, where she worked closely with business owners to design and manage their retirement plans. This experience included investment selection and monitoring, plan design, participant education, and fiduciary consulting.
- M.B.A. Ithaca College
- B.S. Planned Studies, Ithaca College
- Accounting Certificate, University of Maryland
Professional Designations and Associations
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary® (AIF®)
- Certified Plan Fiduciary Advisor (CPFA)
- Five-Star Wealth Manager, 2015, Washington Post Magazine
- 2016 Top Financial Professional, Northern Virginia Magazine
- 2015 Top Financial Professional, Northern Virginia Magazine
- 2014 Top Financial Professional, Northern Virginia Magazine
Greatest Professional Satisfaction
I am passionate about helping my clients understand their fiduciary responsibilities and designing a process to best protect them. I also take great satisfaction in working with employees to help them understand what they need to do in order to be successful in saving for retirement. Many employees do not have access to financial guidance outside of their plan, and I encourage each one of them to take advantage of McLean’s expertise so they can stay on track to meet their retirement income goals.
Greatest Personal Satisfaction
I am in awe watching my two daughters grow and learn every day. They are truly my greatest accomplishment (and made me realize how much I appreciate my own parents).
Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. In the Washington DC Area, Five Star Professional considered 1,837 award candidates, and 227 were named 2015 Five Star Wealth Managers. Criteria used to make these determinations were: Credentialed as an investment advisory representative or registered investment advisor; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal firm standards; accepting new clients; one year client retention rate; five year client retention rate; non-institutional discretionary and/or nondiscretionary client assets administered; number of client households served; educational and professional designations. For more information, go to https://www.washingtonpost.com/lifestyle/magazine.
Northern Virginia Magazine named Top Financial Professional in seven categories: Employee Benefits, Estate Planning, Income Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, and Risk Management. In 2015, there were 755 financial advisers considered, and 144 were named a Top Financial Professional. For more information, go to www.northernvirginiamag.com