With over 22 years in the financial services industry, Pam’s experience, integrity and commitment make her an exceptional partner and advisor to her clients and a knowledgeable mentor and resource to other financial advisors.

Working closely with clients such as retirees, executives, small business owners and women in transition, Pam uncovers solutions for their success both financially and personally. She helps her clients identify the most important things in their lives and their families’ lives and works with them to develop and create comprehensive strategies to help them pursue their goals.

Pam’s experience as an advisor is invaluable in guiding and mentoring other advisors, who she works with to help take their business to the next level; whether they want to grow, optimize their value or prepare for succession. By helping advisors create efficiencies within their practice, Pam helps grow their businesses and positions them for long-term success.

Working in the financial services industry since 1995, Pam has also served as an OSJ Branch Manager and Regional Manager with Financial Network. She earned her Bachelor of Arts in Media Arts, as well as minors in both Communications and Journalism at the University of Arizona. Pam holds a Series 7, 63, 51 and 24 securities registrations and is registered in 46 states. She also has an insurance license and obtained Certified Retirement Counselor and Professional Plan Consultant certifications.

Outside of work, Pam enjoys time with her husband Todd and their three kids, Jack, Kate and Will. She likes travelling, playing golf and watching her kids’ soccer, baseball and football games. She is an active member of the community through PTA, Girl Scouts, and the Long Beach Yacht Club.