PJ has practiced excellent client service since joining the American Wealth Management team in 1994. She goes above and beyond to make sure clients’ accounts are set up and working properly. PJ is happy to help clients with any problems they might have with their accounts and has more than 25 years of client service experience.
PJ graduated from San Diego State University in 1971 with a bachelor’s degree in sociology. Before working at AWM, she was a substitute teacher for grades elementary through middle school and worked for a financial planning office in Alamo, California. She has used her experience to refine her client service skillset. PJ is a mother of two and enjoys taking her two dogs on long walks along the Truckee River.