With over 35 years of experience in the financial planning area, Pam brings a wealth of knowledge to DWP Investment Management and its clients. She has worked in the areas of financial planning, retirement planning, estate planning, charitable planning, and risk management. She works closely with Daniel, helping clients meet their financial goals.
Pam holds bachelor’s degrees in both Accounting and Management, graduating Magna Cum Laude from the University of Maine at Machias. She is a CERTIFIED FINANCIAL PLANNER™ professional. In addition, she holds the RICP (Retirement Income Certified Professional), ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations.
Pam assists Daniel and his clients virtually from her office in Northern Maine. She enjoys traveling and has had the opportunity to travel to Austin to visit DWP Investment Management offices.