Pam is a partner and has been with the firm since 1996. She graduated from of California State University, Fresno with a Bachelor of Science in Accounting, class of 1984. She received her C.P.A. license in July 1998, and received her Accredited Pension Administrator designation in December 1999.
She directs her efforts to help clients setup and maintain their 401(k), profit sharing, and pension plans. She consults with clients on qualified retirement plan design, document preparation, day-to-day plan administration, and plan corrections as well as conducts audits of 401(k) plans. She has presented seminars on the various retirement plan options available to small business owners and financial planning professionals. She is a member of the National Institute of Pension Administrator.
Pam is an avid golfer and cyclist.