I began my investment industry career in 1994 and joined Stifel in 2019. Prior to joining Stifel, I worked at RBC Capital Markets and Bank of America (and its subsequent firms) for more than 30 years. I hold Series 7, 63, and 65 securities licenses.
I have been married since 1984 and have two boys, two daughters-in-law, and four grandchildren. Outside of the office, I enjoy practicing my faith, playing pickleball and tennis, biking, hiking, cheering on our grandkids with their extracurricular activities, and most of all, spending time with my family.
I love empowering and helping individuals and families with all aspects of their finances. My goal is to use the knowledge I have developed to deliver top-tier service to each of my clients.
I began my investment industry career in 2008 and joined Stifel in 2019, most recently working at RBC Capital Markets for five years. Prior to joining RBC, I worked at Bank of America. I attained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc. and hold Series 7 and 66 securities licenses.
Passionate about my local community, I have volunteered with the Tacoma Rescue Mission, Tacoma Boys and Girls Club, Citizens for a Healthy Bay, and the American Heart Association. I serve as a board trustee for the Tacoma Museum of Glass. I have been married since 2007 and have two children. Outside the office, I enjoy practicing yoga, cycling, strength training, golf, and spending time with friends and family.
Paola began her financial services career at Stifel in 2023 after working as a loan officer assistant at Triad Financial Services. She earned an Associate in Science from Grays Harbor College in 2018 and holds Series 7 and 66 securities licenses.
Paola’s service philosophy is client centric, building strong client relationships through proactive contact and handling all administrative needs. She enjoys employing her creative thinking and problem-solving skills to implement client strategies, all while delivering a high level of communication.
Away from the office, Paola enjoys an array of outdoor activities, such as hiking, paddleboarding, volleyball, and pickleball. She is a member of the Thurston County chamber of commerce and a volunteer at Wolf Haven International, a nationally recognized sanctuary for captive born, displaced wolves.
I began my financial services career at Stifel in 2024. Working in this industry has given me a deeper appreciation of the importance of saving for your future, and I am excited to grow my understanding of finance and investing in the years to come.
Outside the office, I am highly involved with the Goodtimes Project – a nonprofit organization that helps families who either have experienced or are currently experiencing pediatric cancer. I volunteer at the annual summer camp that the Goodtimes Project hosts for pediatric cancer survivors, children who are in active treatment, and siblings of children who have had cancer. I also assist with other events that the Goodtimes Project hosts throughout the year.
