Pam joined SilverTree Wealth Partners as a Client Relationship Manger at our Tucson Tanque Verde, Arizona office in 2023. Her role requires her to be involved in many essential responsibilities that allow our office to run smoothly and efficiently. Pam regularly communicates with our financial advising team, manages calls and appointments, greets visitors, processes a variety of accounts, prepares our team for client appointments, and is a trusted point of contact for our clients to reach out to as a resource, among many other duties. Pam also manages business development tasks such as processes approved marketing mailings, handles logistics for events, and, most importantly, builds meaningful and lasting relationships with our clients.

Pam makes it a priority to work tirelessly on behalf of our clients. She cares deeply for our clients and their families and shows that through her loyalty and dependability. Her strong work ethic is tied to her desire to play a part in helping our clients reach their goals and create a lasting bond where our team becomes like family on our client’s financial journey.

Before joining our team, Pam also had a successful career in multiple industries. She served as a Branch Office Administrator from 2016-2021with Edward Jones. From 1982-2008, Pam was the President of Coffee Break, an office coffee service that was the largest independently owned service in El Paso, TX, and Southern New Mexico.