Client Service Specialist
Pamela has been in the financial services industry since 1999. She provides operational support to client advisors and works closely with the firm’s clients to satisfy their needs. In addition, Pam oversees the administration of retirement plans and coordinates activities between the client advisors, plan sponsors, recordkeepers and participants. She also helps clients process their charitable donations made throughout the year. Pam has served as a notary public since October 1999. Prior to working in the financial services industry, Pam had been self employed as a manicure technician for 18 years. Pam enjoys spending time with her daughter, sewing and working on craft projects.