Joanie BelloJoanie 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. Shari Castles-LangeShari 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 EllisSusie 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. |