Olivia Pauly is a Certified Financial Planner® with a knack for numbers and a heart for service. It was the interest in breaking down complex financial information into relatable terms and supporting clients that led her to pursue the path of paraplanning.
With an empathetic and solution-oriented communication style, Olivia adds valuable capacity to our advisor team. Her ability to see both the big picture and the details give her an advantage in identifying financial plan opportunities – a true alignment of role and skills.
Olivia consistently sets the bar high, even in her dedication outside of work. She serves on the board of the Financial Planning Association of Kansas and mentors for Big Brothers Big Sisters. Olivia was also recognized as a 2023 Young Professional in Financial Services by the Wichita Business Journal.
A Wichita native, Olivia holds a bachelor's degree in personal financial planning from Kansas State University and earned her CFP® designation right out of college! Outside the office, she enjoys time with her husband, Fulton, and their miniature dachshund, Winston. And annual family trips to Siesta Key are her favorite getaway.