Pam Bertram

Administrative Assistant  

Pam joined the firm in August 2023 as our Administrative Assistant. She will typically be the first person you will interact with when calling into the office by determining how best to serve our clients, and the last person you will see when you leave, handling every interaction with care and professionalism. 


In her role, Pam assists the entire team on many of the internal day-to-day operations of the firm, including bookkeeping, bill payments, filing, compliance, and office organization. She is also integral in the client meeting process by coordinating calendars and prepping internal reports. 

Before joining the firm, Pam gained extensive experience in operations and back-office support with a national security company. Her strong organizational skills, along with her unique background and skillset of empathy and compassion, make her an invaluable member of the team. 


Pam is a native Floridian. She grew up in the Tampa Bay area and now lives in Altamonte Springs, enjoying her life with family and friends. Outside of work, you can find her enjoying beach trips with her grandkids, Ellie and Eason. When it is too cold for the beach, Pam enjoys a great book or watching college football!