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.
ADMINISTRATIVE ASSISTANT
Chad Bilicke
Chad's strong administrative background coupled with his ability to truly empathize with client needs helps him provide our clients with understanding support and proficient service along their financial journey. In his spare time, Chad travels the country, visiting friends who have dispersed to different states. Always the pet lover, he can often be found working in his garden with his dogs.