Our Team
Pamela Pouncy, AAMS®
Pam grew up just outside Montgomery, Alabama, the second of four girls. Her parents, Joe and Donnie, made sure their daughters knew the value of faith, hard work, integrity, and generosity. Those lessons stuck with Pam, and to this day she believes that no matter the circumstances, the right thing is always the best thing.
Pam started her career in the financial world in 1981 while raising two young boys. She knows firsthand the challenges families face when it comes to balancing work, kids, and money. Along the way, she earned her degree from Troy University Montgomery and built a reputation for serving families with honesty and care.
Her career has taken her from Montgomery to Dothan, Alabama, and then to Central Florida, where she helped families through local bank branches. Today, thanks to technology, Pam is able to live closer to her roots in Opelika, Alabama, while continuing to serve clients across multiple states. For Pam, financial advising isn't just about numbers—it's about walking alongside people and guiding them toward a future that reflects their values and goals.
Outside of work, Pam loves gardening and spending time in nature. She also enjoys Opelika's vibrant downtown music scene—playing her guitar at local jam sessions and celebrating the community of musicians who call it home.
Savannah Patrick, AAMS®, CPFA®
Savannah was born and raised in Millbrook, Alabama, alongside her two younger sisters. Growing up in a close-knit family, she was taught the importance of faith, community, and loving others as Jesus did. These values took deeper root through several mission trips to Africa, where she worked in orphanages and discovered the deep fulfillment that comes from serving others.
After graduating from Victory Christian Academy, Savannah earned her bachelor's degree in education from Pensacola Christian College. She spent seven years teaching in an elementary school before transitioning into the world of finance—where she continues to use her passion for teaching to educate and guide her clients through their financial journeys.
In 2023, Savannah joined the firm as a financial advisor when her aunt, Pamela, brought her onto the team. Since then, she has earned both the AAMS® (Accredited Asset Management Specialist) and CPFA® (Certified Plan Fiduciary Advisor) designations. She works remotely from Deatsville, Alabama, serving clients throughout Alabama, Florida, and across the U.S. With the heart of a teacher, she is dedicated to simplifying complex financial concepts, making them understandable and actionable for her clients.
Savannah is married and has two lovely children. Outside of work, she enjoys hiking Alabama's trails, gathering friends and family for board games, and spending time outdoors with her kids.
