Meet Your Team
Here to support you throughout the year, every step of the way.
Joli Wimer
Joli is your dedicated Client Success Manager committed to ensuring you feel valued and supported throughout your financial journey. She helps you navigate your PaulHood membership, providing clear guidance and making sure your feedback drives continuous improvement. Whether you need strategic advice or have questions about your plan, Joli is here to help you feel confident in your financial choices.
Fun Fact: She loves summer, lake trips, and the smell of a freshly mowed yard!
Joli’s contact information:
→ [email protected]
→ (913) 427-8516
Jennifer Todd
Senior Tax Consultant
Roberta Cope
Tax Consultant
Becky Graupman
Senior Tax Associate
Jean Love
Senior Tax Associate
Adam Hardesty
Tax Preparer II
Claire Marcotte
Tax Preparer II
Resources
Practical resources and tips to help you stay informed and prepared.
