Our Team

Pamela Pouncy, AAMS®

Pamela was born and raised with her 3 sisters near Montgomery, Alabama. Growing up in the rural south, Pamela’s parents, Joe and Donnie, taught her the value of faith, hard work, integrity and charity. She learned that no matter what the circumstances, nothing is more important than doing the right thing. 

After working part-time jobs in high school, Pamela married, had two children and began her financial career in 1981, working in Montgomery as a licensed sales assistant with Merrill Lynch.  While working and raising her sons, Pamela earned a bachelors degree from Troy University Montgomery.  She then accepted a position of financial advisor with Compass Brokerage in Dothan, Alabama, and then Ocala, Florida, to serve their newly acquired bank branches across Central Florida . In recent years, Pam was able to utilize technology and return to her home in Alabama to be near her aging parents and six grandchildren. She now is based in Opelika, Alabama, and travels for work between Florida and Alabama.  

Savannah Patrick, AAMS®, CPFA®

Savannah is passionate about helping individuals take control of their financial futures. Her mission is to empower you to be self-sufficient and worry-free when it comes to your finances. She believes that your money should work for you, not the other way around.

With a strong focus on building lasting relationships, Savannah takes pride in educating her clients about their investment options, ensuring they have the knowledge to make informed decisions. She brings a fresh perspective to the team and an unwavering commitment to her clients' success.

As a small-town girl raised to love people and work hard for what she has, she greatly enjoys serving hard-working locals who are chasing their version of the American Dream. Whether you're just starting out or looking to optimize your financial strategies, Savannah is here to help you make the most of your money.