Pam Wise has 22 years of experience in the insurance and financial services industry. She has dedicated most of her career to training and developing life insurance agents and financial professionals affiliated with Fortune 500 firms.
After more than a decade in management and corporate work, she returned to the financial professional role when she learned that a dear friend’s estate plan had not been properly drafted. Watching her beloved‘s heirs struggled to piece together the details of her estate and sort through unclear directives while mourning her untimely passing from cancer left Pam wondering, “How many of us truly have our insurance, financial, and estate planning documents in order?”
She decided that it was time to get her friends and loved ones talking about the financial legacy they want to leave and, more importantly, planning to ensure their wishes will be respected. “I assumed that at our age my friends were already working with a team of advisors and were ‘all set,’” Pam said tearfully. “This experience has taught me that there is absolutely no downside to getting a second opinion from a credentialed professional you know and trust.”
Today, Pam is a managing associate at Think Net Tailored Wealth Solutions (Think Net). The agency helps clients protect their household income, build wealth, and better understand the estate planning process. It is affiliated with Guardian, a Fortune 300 insurance and benefits company that has been helping customers prepare for their financial future for more than 160 years. As a founding member of Think Net’s leadership team, Pam helps shape the direction of the firm, which serves all of Texas.
Additionally, she has the unique opportunity to guide her clients through the process of building a personal financial strategy while recruiting and developing her own team of financial representatives. “Building and transferring wealth to the next generation is one of the most loving things you can do,” said Pam. “Whether you are my client or a member of my team, I want to give you access to the resources and guidance you need to reach your goals and provide a beautiful life for the people you love – well into the future.”
Contact Pam to discuss protecting, building, and transferring your wealth, or to learn about a career as a financial representative.