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Pam Hocevar
Pam is the owner of Liberty Tax Service in Madison. In addition to holding an MBA, she is an Enrolled Agent with the Internal Revenue Service and a member of NATP (National Association of Tax Professionals). Pam completed the Alliance of Cambridge Advisors Paraplanner Training as the first step in becoming a financial planner herself.
Pam is responsible for office management, scheduling, client service requests, including being in charge of all Schwab-related requests or concerns. The best way to contact her is via email.
Pam and her husband Tim live on Tiedeman’s Pond in Middleton, where Tim works as a computer programmer for Vertex developing corporate tax software.
Our pledge to you:
- Holistic in outlook - I will consider all of your circumstances, family needs, goals, values, and aspirations when making recommendations.
- Professional in conduct - I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life. I will continually enhance my skills and credentials through continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.
- Educational in nature - I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to make sure you understand my advice.
- Independent in compensation - I will never sell you a product or service other than holistic financial planning nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.
- Committed to your success - Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals change.