Partner
Certified Public Accountant
Certified Financial Planner®
Master of Business - Taxation
Paula lives in the Southeast Metro with her husband and two kids. In her free time, she enjoys baking, reading, hiking, biking, and vacationing.
Paula is a Senior Wealth Manager and has been with PrairieView Partners since 2013. She is a Certified Public Accountant who has provided tax-oriented financial advice to business and individuals for over 20 years. Paula enjoys the deliberate focus on the issues and financial needs of individuals and families. She thrives on stimulating, intricate work and the gratification of seeing its positive impact on clients' lives.
“I enjoy how we work with clients because it allows me to utilize the skills and experience I’ve developed over many years to understand each person’s unique situation and help them get pointed in the right direction in their tax and financial lives.”
Paula is a Wisconsin native, but “crossed the border” to attend the University of Minnesota. There, she earned a Bachelor of Science degree in Accounting through the Carlson School of Management in 2001. After interning with the big-four firm Ernst & Young, she joined the Minneapolis CPA and consulting firm Carlson Advisors, LLC first as an intern and then as a staff accountant. She joined NRG Energy, Inc’s tax department in 2003, and then went back to public accounting a year later with Grant Thornton, LLP, a large regional firm. There she rose to the level of Tax Manager, and focused her practice on the tax issues of businesses and their owners. During her tenure at the firm, she also earned a Master in Business Taxation degree at the University of Minnesota. In 2007, she took a position as Senior Tax Accountant with Thomson Reuters.
Read Paula’s latest pieces here.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...