Meet Your Team
Here to support you throughout the year, every step of the way.
Dakota Gorman
Dakota 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, Dakota is here to help you feel confident in your financial choices.
Fun Fact: She can quote the entire movie of Monsters Inc. line for line!
Dakota’s contact information:
→ [email protected]
→ (918) 351-1033
Mike Cassin
Tax Consultant
Monty Myers
Tax Consultant
Haley Watkins
Senior Tax Associate
Caleb Hood
Tax Preparer II
Paul Hood
Chief Executive Officer
Resources
Practical resources and tips to help you stay informed and prepared.
