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Team

At Blodgett Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Pam Blodgett CFP®, RFC, LUTCF

Certified Financial Plannerâ„¢

(269) 492-1250

269 492-1600

Pam.Blodgett@lpl.com

Pam has been working in the financial services industry providing estate, business and investment planning for over 25 years. She works with individuals and businesses to create a plan that seeks Wealth Accumulation and Capital...

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Administrative Support offered through America Group

Michelle Hansen

Administrative Assistant

269 492-1250

269 492-1600

michelle.hansen@lpl.com

Series 7 and 66 licensed through LPL Financial. Michelle is a specialist who assists the Advisors of America Group with LPL Financial's investment platform, as well as the firm's preferred money managers, alternative investment...

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Sally Cholewka, CFP®

Para Planner

Sally Cholewka, a CERTIFIED FINANCIAL PLANNER™ professional, serves as a trusted resource for financial planning questions, concepts and case design. Since joining the America Group team in 2012, her primary mission is to... 

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Randy Malloy

Para Planner

Randy works closely with Sally Cholewka Director of Financial Planning in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with... 

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Dan Lone

Information Technology Systems Administrator

Dan joined America Group in October of 2014 and serves as the information technology systems administrator. He ensures that our technology is compliant, he assists with troubleshooting malfunctions and he provides insightful... 

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America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Blodgett Wealth Management.

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board)[1] in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB),[2] the international owner of the CFP mark outside of the United States.

To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.[3] The information relates specifically to CFP certification in the United States.[4]

In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI).[5]

RFC

Registered Financial Consultant (RFC) ... The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.

LUTCF designation

Life Underwriter Training Council Fellow (LUTCF®) Designation Program - often considered the first designation any insurance professional should earn - has delivered value to more than 70,000 professionals since 1984. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

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