Pam, the visionary and founding principal behind Integrated Retirement’s consulting approach, has been an ERISA attorney influencing the retirement plan industry for more than 20 years.
Prior to joining Integrated Retirement, Pam held positions as Sr. VP of ERISA Compliance and Sr. ERISA Counsel with BISYS (now Ascensus), as well as various positions, including VP and General Counsel, at Universal Pensions, Inc. (UPI). She has been a highly sought-after speaker at industry conferences and has designed curriculum for retirement industry certification programs for both TPAs and financial advisors as well as developed custom in-house professional development programs for a broad spectrum of financial organizations. Pam is an active board member and leadership volunteer for several nonprofit organizations.