Favorite Things / Fun Facts:
Food: Italian
Book: Les Miserables
Vacation Spot: Disney World
Hobbies: Travel, Reading, Baking
City to Visit: New York
Paula Roark is originally from New Orleans, Louisiana and moved to Charlotte, NC in 2005. She graduated from The University of Southern Mississippi with a degree in English, and a minor in Philosophy. Paula previously worked for Portrait Innovations in Charlotte, NC as a Corporate Training Manager. Paula and her husband, Adam, have three children. When their oldest child was born, Paula stopped working full-time and was grateful to be present for all the “firsts” as her children grew and available to volunteer at their schools.
Paula enjoys spending time with family and friends, trying new restaurants, and seeing Broadway performances when they travel to Charlotte. She recently started learning to play the piano and prioritizes time for fitness to stay active and healthy. Paula currently serves as VP of Outreach on the PTO Board of her children’s elementary school, supporting the school’s community service goals.
Paula joined the Money Counts team in 2020, after her youngest child started preschool. As a Client Relationship Manager, Paula is often the first Team Member who communicates with individuals interested in working with Money Counts and assists new clients as they prepare to meet with the Advisor. Paula loves working for an all-female company that helps clients meet their financial goals and provides the flexibility and support that allows her to meet her personal goals of being a mother while pursuing a fulfilling career.