Paul joined Optima Asset Management in 2008, having heard about the founder’s intelligence, character, and integrity from both the firm’s clients and its competitors. Prior to joining Optima, Paul spent nine years in the consumer finance industry and ten years in the consumer products industry, working both in his family’s business and for a Fortune 500 company. He brings a deep understanding of client’s challenges, and the expertise gained as an entrepreneur and business executive.
After receiving his BBA with a double major in Finance and Business Management from Mississippi State University, Paul earned an MS in Accounting from University of Texas at Dallas and an MBA from Mississippi State University. In addition, he completed the rigorous requirements to become a Certified Financial Planner™ professional, and a Certified Investment Management Analyst®.
Paul lives in Preston Hollow, with his wife, Tammy, and their two sons.
Archie joined Optima Asset Management in 2007, bringing over 20 years of experience in the financial services industry.
He began his career as an account executive with a small Orlando-based brokerage; then moved to First Union brokerage as a Personal Investment Counselor. In 1999, he joined Charles Schwab & Co., working in both business development and client services, and was recognized with multiple awards. As Supervisor for Schwab’s Texas/Oklahoma region Institutional team, he worked with Optima Asset Management, and found that he and Founder Nolan Jones held similar views on investment philosophy, company culture and the importance of taking care of clients. Nolan convinced Archie to relocate to Dallas and join him as part of his long-term succession plan.
Archie holds a BS in Economics and Management from the University of South Florida. He lives in Allen with his wife, Wendy, and their two daughters.
Angela joined Optima Asset Management in March, 2017. Prior to joining Optima, Angela spent 18 years in the website design / software industry, and 12 years in the telecommunications industry, holding a variety of financial management and financial reporting positions.
Angela earned her BBA in Finance from Baylor University, and is still an avid follower of Lady Bears basketball. For many years, she has coached Special Olympics ladies basketball and Special Olympics co-ed volleyball. Angela lives in Richardson with her husband, Michael, and their daughter.
Nolan Jones founded Optima Asset Management in 1995 with the singular focus of always putting the client's interest first, above all else. Known for his intellect, integrity and dedication to his clients, Nolan had a true passion for Optima and its clients. He made the following comments in an email to a client as Optima celebrated its 20th anniversary.
"First I want to thank you for the trust and loyalty that you have shown Optima over the years. I cannot express how fortunate I feel to make a career out of what I love doing. This has always been my passion, as much today as when I would ride my bike to my father's office to read his Wall Street Journal."
Nolan was an inspirational mentor to both Paul and Archie. His vision and values remain as strong today as they were in 1995. His passion and commitment to clients is illustrated in the Firm History.