Vice President of Wealth Management, offers a client-centered style to guide members through the intricate process of identifying their family's financial objectives and determining the best process to achieve them. Her career has been focused in fiduciary services, management of large family financial relationships, risk management and training. Paula is a member of the Colorado Springs Estate Planning Council, the El Paso County Bar Probate Section and has a Certified Senior Advisor designation. She is also an active volunteer in the non-profit sector.
In addition to Private Banking services, Ent provides customized wealth management solutions with our associate Investment Trust Company, Colorado’s leading family wealth management company serving the needs of Colorado’s families and foundations.
With the in-house portfolio management expertise of an institutional money manager and the fiduciary, financial counseling and custodial capabilities of a personal trust company, Investment Trust Company is one of Colorado's largest independent providers of these services.
Contact Wealth Management at (719) 550-6837 to learn more about these services.
*Professional in-house portfolio management is offered to assist clients in achieving their goals based on their needs and risk tolerance. Acceptance of all accounts and assets is subject to final review and approval by ITC management. Trust services at Ent are provided by Investment Trust Company, Colorado's leading family trust company. Non-deposit investment products offered through Investment Trust Company are not obligations, deposits of, or guaranteed by the trust company, Ent Credit Union or credit union affiliates, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal amount invested.