As a Business Development Consultant, Pamela does more than echo a sales pitch. Working as an advisor at Carson Wealth since 2014, Pamela gets your needs because she’s been in the trenches like you. She is dedicated to identifying advisors who want to fall in love with their business again – advisors who want to spend more time doing what they love, not what they have to.
In addition to her experience at Carson Wealth, she is a Certified Financial Planner™ professional. Pamela believes investment management is an important branch of a client’s financial profile but also recognizes advisors who lead with the in-depth planning process act as a true fiduciary. Her previous experience in equity research analysis and small business lending, as well as real estate law and development, create a great foundation to understand advisors’ complex practices.
Pamela graduated from Florida International University with a bachelor’s degree in Business Administration with an emphasis in Finance & Banking. She is currently pursuing a master’s degree in Financial Planning at Kansas State University.
Pamela’s family is spread across the US and South America. She’s working on mastering dog travel with her 2-year-old Australian Shepard and hopes to one day be decent at golf.