For 14 years, Pamela has been helping women improve their personal and financial wealth through good financial planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of personal and financial decisions they face during their lives. She assists them in attaining a higher level of financial security through education, understanding and scenario planning. With this knowledge, she develops a customized approach for each client’s planning needs.
Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She is a RetireMentor for MarketWatch.com which features insight, opinion and conversation from selected financial-services professionals who’ve been working to steer investors toward a comfortable and secure retirement.
Throughout her financial services career, she has acquired several client service and financial planning awards. She successfully completed the demanding requirements to obtain a Chartered Retirement Planning Counselor designation through the College of Financial Planning. Pamela is currently enrolled in the CFP® Professional Education Program through the College of Financial Planning to become a CERTIFIED FINANCIAL PLANNER™ professional.