Financially Speaking, LLC
Pam draws upon the talents, experience and resources of
her 30 year career in banking to help clients simplify and enrich their lives with financial education,
financial planning and consulting services. Pam does this after first gaining a thorough understanding of
her clients’ goals and priorities.
To ensure superior service and coordination, Pam works closely with her clients, listening to their ideas,
concerns and near-term and long-term goals. In addition, she maintains relationships with her past
professional partners such as CPA’s, Attorneys, Investment Advisors, Trust Advisors and Bankers to refer
her clients for additional professional expertise when needed. Pam has over 30 years of experience in
meeting clients’ special financial needs, as well as those of their business or profession, with special
concern and consideration.
She began her career in 1978 with Associated Bank, Neenah, WI and has held several positions at various
institutions in the Fox Valley to include, Senior Vice President of Retail Banking at First National Bank Fox
Valley, Branch Manager at Valley Bank, a.k.a M&I, Senior Compliance and Security Officer at Associated
and First National Banks, Vice President Private Banking at Wells Fargo and JPMorgan.
Pam has been an active community volunteer with several organizations throughout the Fox Valley for
most of her banking career. Pam is currently a member of the National Professional Women Assn.,
Member of the Fox Cities Chamber of Commerce, Board Member Future Neenah, Inc., Finance Committee
Member Paine Art Center, Development CommitteeMember Oshkosh Area Community Foundation
Women’s Fund, Current Neenah Rotary Member and Chair of the Membership Committee, Past President
and Board Member of Menasha Rotary Club, Past Executive Board Member Boys and Girls Club of the Fox
Valley, Past President and Executive Board Member Christine Ann Domestic Abuse Services, Inc., Past
Executive Board member for the City of Neenah’s BID, Past Board Member Wisconsin Bankers
Association, 1996 Graduate Leadership Fox Cities.
Graduate of the Omega Commercial Lending School in 1993.
Graduate of the Wisconsin Banker’s Consumer Lending School in 1987.
Graduate of the Wisconsin Banker’s Association 1st Personal Banking School in 1986.
Associate Degree in Police Science from Fox Valley Technical College in 1977.
Graduate of Winneconne High School in 1975.