Underwriting and Case Design Analyst
With over 25 years of experience serving the unique financial needs of high-net worth families, Pam is known for her creativity and get it done spirit. Pam loves to help people find the best and most tax efficient ways to protect and transfer their wealth. Starting as an agent in 1990, Pam learned the essentials of marketing and building solid protection plans and understands the importance of ongoing service to ensure the sustainability of those plans. With her strong technical background, she joined a successful advisory firm in Ohio where for the next ten years she honed her skills in case design, underwriting and analyzing complex estate and financial plans. Pam is a long-time member of the M Financial community where she is viewed as thought leader and valued expert.
At Ownership Advisors Pam is responsible for providing advanced case design analysis, financial and medical underwriting and adds value with her extensive knowledge in operations, strategic planning, and compliance.
Pam earned her B.S. in Finance and Accounting from the University of Akron and is securities 7, 66, and 24 licensed as well as insurance licensed.
Pam loves college football and when not cheering for Ohio State, she enjoys travel with her husband and swimming, but her favorite time is hanging out with family.