Team

A note from Pam…

I love what I do.  My hope is that you always leave a meeting with me knowing at least one thing you didn't know before.

FOUNDER, CERTIFIED FINANCIAL PLANNER™

Pam Blodgett, CFP®, RFC, LUTCF

Pam has been working in the financial services industry providing investment, insurance, estate, and business planning advice for over 25 years, serving both individuals and small business owners.  She believes that educating her clients is the key to helping them make the best decisions for themselves and their families. Her comprehensive approach to planning, coupled with the tactical financial knowledge and real-world advice she delivers has helped hundreds realize financial wellness and enrich their lives. Pam is active in the business community and is passionate about serving local charitable organizations, most notably, the JDRF, the Juvenile Diabetes Research Foundation. Read more.

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ADMINISTRATIVE ASSISTANT

Kayla Christopoulos

Kayla is a graduate of Grand Valley State University with a Bachelor of Science in Natural Resource Management.  Although she has an environmental degree, she worked for the past six years in the veterinary field, primarily in a business management role.  Kayla's strong administrative background coupled with her ability to truly empathize with client needs helps her provide our clients with understanding support and proficient service along their financial journey.  In her spare time, Kayla travels the country, visiting friends who have dispersed to different states.  Always the pet lover, she can often be found working in her garden with her dogs or reading on the sofa with her cats. 

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