Our Staff

Rick Paulsen Headshot

Rick Paulsen

Rick began his career with New York Life Insurance Company in 1983. He works with affluent individuals, families, professional athletes, and business owners on business, estate and charitable planning objectives.

Some of the common services we perform for our clients are:

  • Examine legal documents.*
  • Present and project client’s current situation.
  • Quantify planning alternatives.
  • Provide clarity to financial situations.
  • Suggest alternative strategies that may get the client closer to their goals.
  • Research and assess current legal issues.*
  • Provide product suggestions as needed.
  • Review business succession, exit planning, and executive benefits.

He is in the Cabinet Hall of Fame and a consistent Top of the Table agent, and he has qualified for Chairman’s Council 32 consecutive years. Rick is the 2015 New York Life Council President with approximately 1.9 Million of FYC (2nd highest in the history of New York Life) and currently has approximately One Billion of life insurance in force. In 2015 Rick was New York Life’s National Agent’s Advisory Council President which is an elected position voted on by his peers. Rick is only the second agent in New York Life history to be both the Council President and AAC President simultaneously.

In both 2015 and 2016, Rick led the country in: Most Recurring Premium, Most Life Premium, Most Whole Life Premium, and Most Whole Life FYC.

Rick is an industry leader and national speaker who has been recognized and received many awards for his sales and retention performance, community service, fundraising endeavors, and youth sport activities. He is on the Boards of the University of Pacific School of Business, Pacific Athletic Foundation, and Dameron Community Hospital.

Rick also finds the time to host a National talk show entitled “Victory Every Day” for the New York Life Insurance Company.

Rick is married to Nancy and they have two sons, Max and Grant.

Joanie Bello

Joanie joined Rick in 1988 and assistants him with all of the functions associated with the underwriting process of new applications and ongoing customer service. Joanie’s many years of experience in the life insurance industry and her knowledge of the medical requirements, scheduling of exams, and constant follow up with status reports of all policies makes her the perfect liaison to assist Rick with the processing of new business in a quick and efficient manner. Joanie and her fiancé, Greg, live in Stockton.

Shari Castles-Lange

Shari joined Rick in May of 1993 and works closely with Rick as his Chief of Staff, assisting him with his “Victory Every Day” seminar coordination and travel, marketing, community involvement and fundraising, client meeting preparation, office technology, and the office administration. Shari worked in the New York Life General Office for Rick’s dad (Max Paulsen) for six years while in high school and college, and worked for 13 years at local CPA firm before returning to the “Team Paulsen Family”. She was born and raised in Stockton, where her parents, two adult children and three grandchildren all continue to live in the community they love!

Susie Ellis

Susie joined Rick in 1987 and worked as his administrative assistant. In 1998 she opened her own bookkeeping business and Rick was her first client! Susie is still an integral part of Team Paulsen and continues to do all the bookkeeping for the office. Susie and her husband Mark live in Stockton and they have a daughter in college, Madison.

*Services provided by our planning resource The Nautilus Group®, a service of New York Life Insurance Company. The Nautilus Group® does not provide tax, legal or accounting advice.