Meet Your Team
Here to support you throughout the year, every step of the way.
About Me
Julia Nichols
Julia 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, Julia is here to help you feel confident in your financial choices.
Julia’s contact information:
→ [email protected]
→ (918) 221-3037
Lucy Carpenter
Tax Consultant
Carly Bohannon
Tax Consultant
Leila Moussa
Tax Preparer II
Giri Kuzhandaivelu
Tax Preparer II
Blake Hood
Tax Preparer II
Toby Quiroz
Tax Preparer II
Resources
Practical resources and tips to help you stay informed and prepared.
