Meet Our Team
Matt Paladini, CFP®
Financial Planner, President, Founder
Matt founded Paladini Financial Management (PFM) in 2006, a planning and investment advisory firm that primarily serves dental professionals in all aspects of their business and personal financial affairs. Matt founded PFM to provide its clients with unbiased customized financial guidance in a high-touch manner to fulfill each client's individual planning needs. PFM is a fee-only planning Firm that serves its clients as a fiduciary, which means our advice and guidance are always in the client's best interest.
Matt began his financial planning career with two fee-only planning organizations. In August 1998, Matt joined the international accounting firm of Ernst & Young, LLP. There, he spent four+ years in their Personal Financial Counseling/Investment Advisory Services group, a division of the Firm's tax department. At Ernst & Young, Matt provided financial advice to corporate executives and high-net-worth business owners. Areas of specialized focus at E&Y included investments, stock options, tax strategies, and estate planning.
In 2002, Matt joined Cain Watters & Associates, where he focused on personal financial planning services for self-employed individuals, primarily dentists and other healthcare professionals. In addition to dental-specific personal financial planning services, business valuations, and practice transitions, he provided specialty services to the Firm's retired clients, including investment management, distribution planning, tax consulting, and estate tax avoidance and transfer planning services.
Matt received his Bachelor of Business Administration in Finance from the University of North Texas. He is a CERTIFIED FINANCIAL PLANNER™.
Wendy L. Kelly, CFP®
Financial Planner, Partner
Wendy Kelly joined the PFM service team in September 2006, at its beginning stages. She worked administratively at PFM while attending graduate school and learned every aspect of services provided by PFM. Now, in addition to serving clients as a financial advisor, Wendy specializes in the research and analysis of investment options and portfolio construction. She puts her background in quantitative methods to work in constructing diversified strategies and investment models that offer clients a targeted expected rate of return needed to reach financial independence.
Wendy enjoys spreading her knowledge of financial planning as it relates to the dental profession and is a regular speaker at the Oklahoma University College of Dentistry. She has served as a speaker for the Louisiana State College of Dentistry, Oklahoma Dental Association, and many study clubs across the country.
Wendy earned a Bachelor of Science in Mathematics from Midwestern State University and a Master of Science in Quantitative Finance from the University of Texas at Arlington and is a CERTIFIED FINANCIAL PLANNER.
Wendy has made Arlington her home along with her husband Kris and their children Liam & Lila.
Taylor Hill, CPA, CFP®
Financial Advisor
Taylor joined Paladini Financial Management in September of 2023. Prior to starting at PFM, he worked in Dallas with the international CPA firm Ernst & Young. During his time in their assurance practice, he performed financial statement audits for complex private and public companies around the globe.
Taylor now serves clients as a financial advisor and is able to utilize his deep understanding of financial statements to help dental practices, especially recently purchased and transitioning practices, improve their financial outlook and in turn the client's financial independence. He attended Oklahoma State University, where he earned his Bachelor’s degree with a major in Accounting and minor in Finance. Taylor is a CPA, a CFP® Professional, and is a Registered Investment Advisor with the state of Texas.
Taylor currently works with dental professionals in all stages of their careers but specializes in those who are going through practice acquisition or transition.
When Taylor is not in the office, you can find him watching sports or spending time with his family and friends.
This firm is not a CPA firm.
Paula Thompson
Client Coordinator
Paula joined our team in February 2015, bringing with her over 15 years of experience in professional office executive assistant positions and a track record of strong performance in high-volume, high-pressure environments. She has a strong ability to streamline processes, maximize efficiency, and is committed to providing impeccable client service.
When not at work, Paula enjoys spending time with family and friends and participating in many outdoor activities.
Jenn Wilson, CPA
Associate Financial Planner
Jenn joined the Paladini Financial team in July 2022. Before earning her license in accounting, Jenn worked for a community bank in Highland Village. She joined the international CPA firm of KPMG in their Midland office after college. During her time in their assurance practice, she performed financial statement audits for oil and gas production and service companies.
Jenn received her Bachelors of Science in Accounting Control Systems from the University of North Texas. She is a Certified Public Accountant.
She has two adult children and resides in Corinth.
This firm is not a CPA firm.
Crystal D. Gunnels
Administrative and Client Coordinator
Crystal joined the PFM service team in May of 2010 after moving to Texas from Missouri. She has a diverse background in legal, investigative and management services. She is responsible for the administrative support of PFM clients with her main focus on maintaining client’s investment accounts.
Crystal enjoys being with her large extended family and is an avid sports fan. She is married and extremely proud of her daughter, Savana, and her two bonus children AJ and Amber.
Kim Besly
Associate Financial Planner
Kim joined Paladini Financial Management in September of 2022. She earned her accounting degree at the University of Texas at Arlington. While gaining experience in several different facets of accounting, she joins PFM excited for the opportunity to grow in the area of financial advising.
Kim has recently returned to her hometown of Arlington with her husband as they enjoy the newly found freedom of their empty nest.