Our approach is thoughtful, strategic and straight-forward.
And when we work together, you can expect knowledge, insight and life experience.
01
Successful long-range financial planning
Successful long-range financial planning and investment management requires real knowledge. It means knowing how to identify trends as they are forming, to take full advantage of market conditions while staying true to your long-term planning objectives.
Skill is hugely important. And yet, as financial advisors, we must also have the insight to truly understand you. What do you want to achieve in life? How do you prioritize wealth versus stability versus risk versus intangible needs? This is where our own life experiences count the most. I believe that is the difference between a good financial advisor and a great one.
At the end of the day your success is about more than making money. It’s about you—and pursuing what you want to achieve in life and knowing that you’ve done the hard work to make it last.
02
Strategy, stability and security
Our personal passion is to help you and other successful women create the planning and investment strategies designed to help you safeguard your future. Your long-term financial health and well-being is the reason we built our business. As independent financial advisors with LPL Financial and being CERTIFIED FINANCIAL PLANNER® professionals, we can help you develop the most appropriate strategy, through smart financial planning and investment management tools, to help you pursue the goals you have in life.
We provide our clients access to the right mix of tools — risk management products such as life, disability and long-term care insurance, that are important for your long-term financial protection.
03
Personal, relatable life experiences
Pam has accumulated 20 years of financial planning and investment management experience, as well as the life experience that serves as reminders that she’s working with people, not just clients. And not just numbers on a spreadsheet. She approaches her work as a professional, capable woman with pride around the business she’s built and the people she gets to work with.
Many people wonder if you can have it all; a savvy financial manager and a planner who understands your needs and helps you work towards your personal goals. We believe you can. Our mission is to prove you can.