Pam has been assisting clients as they have worked towards their financial goals for over 22 years. She began her financial career at Waddell & Reed in Columbia, Missouri where she established a solid foundation and appreciation for the importance of goal setting as a basis for financial planning. Pam eventually expanded her practice when she moved to Columbus, Ohio and was active in the Central Ohio Financial Planning Association, as well as, serving on the FPA Board of Directors and one year as the President of the board.
Prior to Pam working as a financial advisor with Waddell & Reed she enjoyed a career in healthcare as a nurse for 22 years. Her strong skills in patient assessment, diagnosis, and treatment were adapted and useful in her financial planning practice. The process of setting goals, gathering and analyzing data, and formulating recommendations translated to her helping her clients work through their financial and retirement plans in order to achieve their long-term goals.
Pam’s son, Todd Birkenholz, began working with her in 2015 and he is an important link in her succession plan. Todd and Pam are excited for the opportunity to join the Genex Consulting team and utilize the technological platforms and wealth planning processes that Genex has in place. Pam is looking forward to continuing to work with Todd and successfully transition her practice to him as a member of the Genex Consulting firm.
Pam has been married to her husband Bob (who retired form Ohio State University in 2018) for almost 43 years. She has two sons, Todd who is married to Robyn and they live in St. Louis, and Reed who is married to Shelly, and they live in Dublin, Ohio. Pam and Bob have five grandchildren who they love spending time with, as well as, playing golf, boating and traveling.
Iowa Central Community College: RN, Nursing
Fort Hays State University: BSN, Nursing
University of Missouri: Nurse Practitioner
Series 6 and 63 Securities Registration held with Private Client Services
Life, Accident and Health Certification