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Pamela Smith

Pamela Smith

Client Services Specialist

Pamela will oversee the daily operations of the Wyomissing office and is the primary point of contact for all client administrative requests for that office. In addition, she will assist with ongoing client communications and all client events. Pam is also a Notary Public for the Commonwealth of Pennsylvania.

Pam has spent the past thirteen years as a Client Service Manager with a different financial advising practice located in Myerstown, PA. Before that position, she worked twenty years in the banking industry in various roles, including Assistant Branch Manager. Pam also spent eight years working at a local school district in accounts payable/payroll.

Outside of the office, Pam lives in Myerstown, PA, with her husband Daryll and has one grown daughter. She loves to travel, especially to the beach for their annual family vacation, enjoys cooking, baking, reading, and taking walks.