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FINANCIAL ADVISOR

Pam Werner

CFP®, AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Community Outreach
  • Pets
  • Traveling

Team Members

  • Danny Sonnenberg
    Associate Financial Advisor
  • Taylor Balzano
    Sr. Branch Office Administrator
  • Kelli Ferkovich
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

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