Pamela provides support for our clients’ account needs on a daily basis. She focuses on building strong client relationships built on trust and reliability. Her approachability and attentiveness are valued by clients because they appreciate working with someone who is both professional and empathetic toward their individual situation and needs.

Dedicated to service

She devotes the time and attention to discover each client’s financial goals, and through discussion and collaboration, help provide dedicated service tailored to each. Her ongoing goal is to not just meet but exceed their expectations.

Passionate about helping people

Pam joined our team November 2022 after graduating from Temple University with a bachelor’s degree in business administration. She has always been interested in the financial industry and is naturally drawn to a career that allows her to help people pursue their goals. She is early on in her career, open-minded and eager to incorporate the ideas of our more experienced team members with her own fresh energy and approach.

A personal note

Pam is a native of Newtown, Pennsylvania, and lives here today. She has a passion for physical fitness and taking care of her dog. Pam has been involved with volunteering at the Washington Crossing National Cemetery, inspired by her grandfather’s service.