Client sErvice Associate
Pam joined Dodds Wealth Management in 2018 as a Client Service Associate. Prior to joining Dodds Wealth Management Group, Pam had 18 years of experience in financial and professional services. Pam has worked with some of our clients previously, when she worked for a firm that was acquired by Dodds Wealth Management Group in 2014.
As a Client Service Associate, Pam works directly with our advisors to provide personalized plans to our clients. She also supports our team as the point person for money movement and meeting preparation. Pam’s previous experience with marketing and communication helps us organize client meetings and events.
Pam grew up in Mission Viejo, California and currently lives in Falcon, Colorado with her husband, Mark, a retired Air Force veteran. They have a daughter and son-in-law in the greater Colorado area, and four grandkids that keep Pam active, energized, and outdoors. Each year, Pam and her family dedicate time to traveling with their fifth wheel camper, including past trips to the Tetons, Yellowstone, and many more beautiful places. This year, you can expect to hear of new adventures to Las Vegas, Disneyland, and Arizona.