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Sheena Paulic

Senior Client Service Associate, Private Client Group

​Sheena joined Clearstead as a Senior Client Service Associate in 2022. In this role, she supports advisors in the Private Client Group and her work entails delivering services for her assigned clients, account maintenance, reconciling accounts, preparing meeting materials, and other tasks involved with serving wealth management clients.

Prior to joining Clearstead, Sheena worked as an Executive Assistant at Oswald Financial, where she assisted clients and their financial team. She also worked as a Client Service Specialist at MAI Capital. Sheena has over 15 years of client service and administrative experience.

Find Your Clarity

Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.