Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Domestic Partner Planning

Education

  • St. Norbert College, DePere, Wisconsin
  • Roosevelt University, Chicago Illinois

Previous experience

  • Cambridge Investment Research, LLC - Financial Advisor, 2009-2016

Community participation

Portage Northern Band Boosters Portage Northern High School 1000 Idaho Portage Mi 49024
President from July 2017 - June 2021; Vice President July 2015 - July 2017

Sponsor of Portage Northern Bands Huskie Marching Invitational. 2021

Interests

In her spare time Pamela enjoys spending time with family and friends, especially attending her kids MCBA band competitions. Pamela enjoys spending her summers swimming and hiking.