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Helping You Reach Your Goals
Paula takes the time to understand your priorities and provide guidance that fits your life.
Paula Meili, WMSTM, Trust Officer, works closely with clients and their families to support estate management, financial planning, and wealth conservation. She administers trust, agency, custody, and IRA accounts, combining a strong understanding of trust regulations with a thoughtful, relationship-focused approach to client service.
With nearly 20 years of experience in trust and wealth management, Paula brings deep knowledge and steady guidance to every relationship. She holds an associate degree in Science from Rock Valley College and is a graduate of the Cannon Trust School through the Cannon Financial Institute. Paula also earned the Wealth Management Specialist designation from Kaplan Financial.