Paula Garman

Paula joined the team in 2018 and has more than 20 years of experience in the financial planning industry. Based in the Mesa office, she works closely with advisors to support daily administrative functions and ensure clients receive exceptional service and care.

She takes pride in building genuine relationships with clients, ensuring they feel valued as members of the firm’s family.

Originally from Iowa, Paula moved to Arizona with her family in 1986 and has since fallen in love with the state and all it has to offer. She enjoys traveling throughout Arizona with her husband Kevin and exploring its many diverse regions.