Pam brings more than 28 years of financial services experience to her clients. Pam develops customized solutions for corporate retirement plans and focuses on implementing customized financial strategies to help pursue clients’ short- and long-term goals. Pam is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds Series 7, 31, 63 and 65 securities licenses as well as life and health insurance licenses. Pam earned her B.S. in organizations, leadership and management from the University of San Francisco.

In her spare time, Pam enjoys birdwatching, and volunteering for the Audubon Society, Ronald McDonald House and Habitat for Humanity.  She also supports World Vision, Wounded Warrior Project, American Cancer Society and the Leukemia & Lymphoma Society.

• CERTIFIED FINANCIAL PLANNER practitioner

• B.S. from the University of San Francisco, School of Management

• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of California, Life, Health Insurance and Variable Annuities Licensed (#0C56815)

• Enjoy gardening, gourmet cooking, travel, and bird watching

AZ, CA, CO, FL, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OR, PA, SD, TX, VA, WA, WV