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Meet our financial planning team

Pamela  Carie

Pamela Carie

Business Development

Pamela is our assistant for our 457 Deferred Compensation Division.  She also works to establish ongoing communication and support with the cities in which we currently do business, as well as development of new business with municipalities throughout Greater Cleveland.  In addition, she arranges individual appointments with new and prospective clients. Pamela is the point person for our city rollouts and our regular public service retirement programs held monthly at locations across the Greater Cleveland area. Other job duties include scheduling and calendar management, as well as other general office assistance.

Pamela recently moved to the area from Atlanta, but is a Kansas City, Missouri native. She enjoys spending time with her family, being an avid football enthusiast, and enjoying music and the arts. Pamela is also involved with Food-4-Kids, a non-profit that helps to provide school children on the Federal Free and Reduced Price Meal Program with a backpack of food to take home for 38 weekends during the school year.