About
BrightPath Financial
At BrightPath Financial, I believe you don’t need a complicated financial plan—you need to clearly understand where you are and what to do next.
I help you look at your full financial picture—your income, your assets, your risks—and identify what’s working, what’s not, and where adjustments can make a meaningful difference.
This isn’t about selling products or overwhelming you with reports.
It’s about helping you make confident decisions with a strategy that fits your life.
Empowering Your Retirement
Meet The Team
Paula Reynolds
Founder & CEO
Investment Advisor Representative
Paula Reynolds is an independent fiduciary committed to helping clients navigate financial planning with confidence. Through her partnership with Simplicity Wealth, she provides investment management strategies designed to be accessible to individuals at various wealth levels. With over 30 years of experience in financial services, Paula specializes in simplifying complex investment decisions and guiding clients with clarity and purpose. Her leadership style is deeply influenced by Gestalt-based training, which emphasizes presence, authentic connection, and whole-person awareness. This perspective informs the way she builds lasting client relationships and creates adaptable financial plans that stay responsive to life’s changes and market conditions.
Thomas Rozman
Chief Investment Officer
Rosie Riley
Head of Onboarding & Operations
Jared Hilman
Head of Trading
Learn More About
Our Financial Solutions
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Click on a step below to learn more.
01
Start Smart
02
Apply Discipline
03
Communicate Progress
Register For
Our Educational Events
We know the importance of education and accessibility in today’s world. That’s why BrightPath Financial isn’t about high-pressure seminars—we provide knowledge through digital education platforms, including a growing YouTube channel. We believe an informed client is an empowered client, and we focus on educating, not selling.
UPCOMING EVENTS
Events in October–November 2026
October 7, 2026
–
October 7, 2026Location:
Woodbury Central Park
Prairie Room A, Upper Level
8595 Central Park Place
Woodbury, MN 55125Finding Us: The event is located at Woodbury Central Park in Prairie Room A (upper level). Guests may take the steps or the elevator to reach the room.
Details:
Do you know the exact date you will claim your Social Security benefits? With over 9000 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
REGISTER HERE
October 15, 2026
October 15, 2026Do you know the exact date you will claim your Social Security benefits? With over 9000 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
REGISTER HERE
October 15, 2026Do you know the exact date you will claim your Social Security benefits? With over 9000 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
REGISTER HERE
October 20, 2026
October 20, 2026Do you know the exact date you will claim your Social Security benefits? With over 9000 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
REGISTER HERE
November 10, 2026
–
November 10, 2026Location:
Woodbury Central Park
Prairie Room A, Upper Level
8595 Central Park Place
Woodbury, MN 55125Finding Us: The event is located at Woodbury Central Park in Prairie Room A (upper level). Guests may take the steps or the elevator to reach the room.
Details:
Do you know the exact date you will claim your Social Security benefits? With over 9000 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
What You'll Learn at This Event:
- How do I figure out when I should start taking my Social Security Benefits?
- How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
- How can I potentially avoid paying excessive and unnecessary income taxes?
Registration Link Coming Soon
Our Guides and Blog
Financial Educational Literature
Social Security Guide
Optimizing Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Maximizing Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Client Guide
Presented by BrightPath
This guide outlines our fiduciary commitment, financial planning process, communication practices, and fee structure, providing insight into the resources we use to help clients make informed financial decisions
Why We’re Different
Helping Create Successful Outcomes Through Market Cycles
At BrightPath Financial, we begin by understanding what matters most—your goals, your values, and your life. We take the time to listen before offering recommendations, so that your strategy grows from what truly matters to you.
Our Wealth Team
BrightPath Financial is proud to partner with Simplicity Wealth to deliver holistic financial plans to meet our clients’ objectives.
Our Wealth Team
BrightPath Financial is proud to partner with Simplicity Wealth to deliver holistic financial plans to meet our clients’ objectives.
START READING TODAY!
START READING TODAY!
START READING TODAY!
Browse Our Blog
6 Quick Ways to Observe Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the most exciting thing to celebrate. October definitely has more exciting things happening, like pumpkin spice everything, cardigan and cozy scarf weather, and setting out Halloween décor, but [...]
Managing Taxes in Your Estate Plan
Simplicity Wealth Blogs2026-09-25T22:55:57+00:00September 25th, 2026|
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to [...]
Is Your Retirement Income Weatherproof?
Simplicity Wealth Blogs2026-09-18T16:22:42+00:00September 18th, 2026|
For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for [...]
Addressing Longevity Risk: Planning for a Retirement That Lasts
Simplicity Wealth Blogs2026-09-14T17:32:51+00:00September 14th, 2026|
When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected [...]
Intelligent, Disciplined Investing
with AssetLock
AssetLock is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.
Contact BrightPath Financial
At BrightPath, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.
Schedule Your Complimentary Retirement Review
At BrightPath Financial, we don’t just manage money.
We empower your retirement.
