Paula Anderson Harris is an Investment Advisor Representative with Cetera Advisor Networks LLC and holds her Series 7 & 66 registrations and Life, Health and Annuity licenses. Paula started in the financial advising industry in 1999 and has since attained her Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS) and Life & Annuity Certified Professional (LACP) designations.
Paula began her career at Central States Insurance Company and after 13 years decided to partner with her mother, Carol A. Anderson, LUTCF, CFP®. Paula serves clients in a variety of life stages, but specializes in retirement planning including 403b, IRA, Roth IRA and 401k. She places an emphasis on intelligent decision making by working closely with each client to develop a personalized financial plan. Knowledge, experience, and risk tolerance analysis play key roles in helping each client reach their financial goals.
Akil Davis, ChFC® joined Paula and Carol in 2015 and shortly after formed Harris AND Davis Financial Advisors.
Paula is a current member and past President of the National Association of Insurance and Financial Advisors (NAIFA)--Omaha Chapter, a graduate of Leadership in Life Industry, a member of the Society of Financial Services Professionals (FSP), a Life Member of the Million Dollar Round Table (MDRT)* and is active with the Political Action Committee for NAIFA (IFAPAC). She has attended the annual fly-in to Washington DC to speak with our elected officials to defend the products that are used to protect our clients' financial futures.
Born and raised in Omaha, Paula spent 20 years in the LaVista community until she married Kenny Grimm--a long-time resident of Waterloo. She has a daughter, Taren, who is the mother of her grandsons. Her son, Lee, is following his dream living and working in Colorado. In her spare time, Paula and her husband enjoy working on their century-old farmstead, which includes 3 dogs, goats and cows as well as traveling and entertaining family and friends.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.