Financial Advisor & Tax Preparer
Pam is an Investment and Tax Advisor Representative with Acc-U-Rite Tax Service.
Pam joined the Acc-U-Rite team in 2018 as a tax preparer and has quickly expanded her knowledge as a financial advisor.
Pam earned her bachelor’s degree in Business Administration from Cardinal Stritch University, summa cum laude, in 2003. Pam has successfully passed the FINRA Series 7 General Securities Representative exam, the Series 66 Uniform Combined State Law Examination exam, and has obtained her Wisconsin Life and Variable Insurance license.
Pam lives in Greendale, is married, and has four children. She loves watching sports activities, serving in the community, and spending time with her family.