Pamela "Pam" Hopf

Client Services Manager

Phone: 281-357-8788
Fax: 281-357-8744
E-mail:

Pam provides operational and service support for our financial planning clients. In this capacity, she works with our account custodians in establishing new accounts, coordinating account transfers and keeping clients' account records current.  She also assists the advisors in the analysis and implementation of the financial plans and investment strategies.  As a Registered Assistant with Royal Alliance Associates, Inc., she holds her Series 7 and 63 securities registrations along with her Life and Health license.

Pam graduated from Sam Houston State University, Huntsville, TX with a BAT, Secondary Education and obtained a Master in Education, Counseling/Psychology from the University of Houston, Victoria, TX.  With more than 20 years of financial services experience, Pam is a client service specialist dedicated to nurturing client relationships and managing day-to-day client account needs with the highest level of service standards.  Prior to joining Petra Benefits in 2011, Pam was Director of Client Management at BBVA Wealth Solutions, in Houston, TX.  Before joining BBVA Wealth Solutions she was the Vice President of Client Services at Redstone Consulting and began her career as a Client Associate at Merrill Lynch, both in Houston.  Pam is a horse enthusiast and lives in the country where she and her husband enjoy their horses and raising cattle.