CPA, CFP®, MBT
Financial Advisor / Member Owner
Anybody can have an image in their head of how they want their life to look. Making it a reality takes planning and an eye for detail that not everyone has. Helping a client’s vision become reality is my greatest motivator.
Paula is a financial advisor in Savant’s St. Paul, MN office. She has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Paula is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, she is a Certified Public Accountant (CPA).
Paula has been providing tax-oriented financial advice for over 20 years. She was a partner with PrairieView Partners from 2021 until it joined with Savant in 2025. Previously, she was a senior tax accountant with Thomson Reuters. She also worked as a tax manager at the public accounting firm of Grant Thornton, LLP.
Paula is a member of the Minnesota Society of CPAs. She earned a bachelor’s degree in accounting and a Master of Business Taxation (MBT) degree, both from the University of Minnesota.
Paula lives in the Southeast Metro area of the Twin Cities with her husband Jon and two children. In her free time, she enjoys baking, reading, hiking, and traveling.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.