Pam offers comprehensive tax compliance, fiduciary and trust services to the personal and corporate executive clients of DKB. She has diverse experience in financial services and public accounting, with particular expertise in tax planning and compliance, and trust administration.
Before joining DKB, Pam served as vice president in both trust administration and tax accounting for a global financial firm. Throughout her career of nearly 20 years, Pam has focused on the tax compliance and planning needs of her fiduciary, gift, trust and individual clients.
She is a member of the American Society of Certified Public Accountants.
Pam holds an MBA in finance, corporate accounting, and organizations and markets from the William E. Simon Graduate School of Business Administration at the University of Rochester. She earned a Bachelor of Arts degree from the University of Rochester, with a major in economics and business administration. Pam also has completed numerous trust and tax training programs.