Summary
Pam has been an Advisor with GCG Financial for over thirty years. She is best known for delivering highly personalized service customized to meet each client’s specific needs. Her practice focuses on wealth management, estate planning, and financial planning for high net worth individuals and families. In order to address the challenges and concerns of her particular clientele, Pam has developed a deep knowledge of and expertise in: investment management, retirement strategies, life insurance analysis and implementation, disability and long-term care insurance, business succession arrangements, executive compensation strategies, and employee benefit plans.
Career Achievements
Pam received the Chartered Life Underwriter (CLU) and Chartered Financial Consultant designations in 1987 and is a life and qualifying member of the Million Dollar Round Table, the premier association of financial professionals. Pam is also a repeat member of the elite Top of the Table, a group comprised of the foremost financial services professionals worldwide. Throughout her career, Pam has been the top female Advisor at GCG. She is the first and only female to earn Top Producer of the Year. She is also among the first women to break the Top 10 Advisors level within her broker-dealer across the country.
Licensing and Associations
Pam is licensed in 25 states for Life, Heath & Variable Insurance and/or Annuities and FINRA registered to offer securities: she holds her Series 6, 7, 22 and 65 registrations. Pam belongs to multiple industry associations, including the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Professional Involvement
Throughout her career, Pam has served as a mentor to many young business men and women, from new and experienced advisors in the financial services industry, to MBA Candidates at the Kellogg School of Management at Northwestern University. Pam currently serves as a mentor through the highly regarded cross company mentoring program, Menttium 100, sponsored by Menttium Corporation.
Pam also leads the Trusted Advisors Group, an association of business and professional women from various disciplines who meet monthly to network and serve as a resource for other members and their clients.
Community Involvement
A past member of the Board of Governors for the Kohl Children's Museum, Pam has served on the Museum's Board of Trustees and on the Board's Executive Committee. Pam was co-chair of the Museum’s 25th Anniversary $16M Capital Campaign and she is a long-term member of the Museum’s Annual Gala Committee. In addition to her work with the Museum, Pam is a past member of the Highland Park Hospital Philanthropy Committee and a past officer and Board member of the Chicago Club for Physically Handicapped Children.
Pam is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. GCG Financial, Inc. and Securian Financial Services, Inc. operate under separate ownership.