After working in the financial industry in San Francisco for over 20 years, I realized that guiding women to make better financial and life decisions was my professional calling. Upon moving to Greensboro, I continue to empower women to help them realize and fulfill their dreams through thoughtful, comprehensive financial planning and decision making.
Greensboro, NC | 336-230-1811
Pam specializes in women’s financial issues and life transitions. She joined the firm in 2007. Her background includes more than 25 years of experience with Fortune 100 companies (Frito Lay, Grey Advertising) and Big 8 accounting firms (Arthur Andersen, Deloitte & Touche), in addition to training with Money Quotient, Financial DNA and the Kinder Institute.
BA – Economics, University of California, Los Angeles
MBA, with emphasis in Finance and Accounting – University of California, Irvine
Certified Public Accountant (CPA)
Certified Divorce Financial Analyst (CDFA)
American Institute of Certified Public Accountants (AICPA)
North Carolina Association of Certified Public Accountants
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
Sudden Money Institute
Past positions include:
Bennett College – Board of Trustees
Greensboro Symphony Guild – Exec Committee/Treasurer
Presbyterian Church of Greensboro – Finance Committee
Hospice of Silicon Valley – Exec Committee/President
Jr. League of Palo Alto – Exec Committee/VP Finance/Treasurer