Meet Our Family

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.


Pam Kaye

Client Services Director

Pam Kaye is our Client Service Director.  Her active licenses are: Life & Health Insurance and an Arizona Notary Public with expired Securities Registrations: 7 & 63.  She has over 30 years of financial services industry beginning her career at PaineWebber UBS’ Training Program in New York City.  She has worked with boutique investment firms & hedge funds on Wall Street.  Her service commitment to her clients is unparalleled due to her experience and empathy.  She assists Jeff Biro on a daily basis with client issues & client requests, event planning, administration & staffing.

Pam graduated cum laude from Tulane University where she earned a Bachelor of Science with a Major in Psychology and Minor in Marketing.  Pam was a founding member of 100 Women in Hedge Funds, served on the board of the National Charity League Sonoran Centennial Chapter, and an integral part of the Miracle League of Phoenix.

Pam enjoys spending time with her family and passions include: volunteering with her daughter, scuba diving with her son, skiing with her husband, hiking, dancing, traveling, reading & baking.

Phone: (480) 969-5667 
Fax: (480) 969-0079