For more than 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night. Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.

She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a universally recognized mark of excellence for the most successful in the financial services profession. She successfully completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology, and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions.

She was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area. In 2021 and 2022, Pamela once again received a Five Star Wealth Manager award and was highlighted in the Washington Post and the Wall Street Journal.