Broker Check

Pamela Keim

Pamela Keim

Client Service Manager

(215) 513-6240

Pamela@MotzWealthManagement.com

Pamela is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Lisa. Pam manages the day-to-day operations of the office. She is responsible for overseeing new business coordination, facilitating client service requests, processing paperwork, and placing trades on Melissa's behalf. She is also responsible for the initial review and input of tax return information. Pam has been with Motz Wealth Management since November 2010.

Prior to joining the Motz Wealth Management team, Pam had more than 15 years of experience in customer service and support for a financial software company. She received her Bachelor of Science degree in Business Management from Bloomsburg University. 

Pam and her husband, Bill, live in Limerick, PA.  They have two sons, Tyler and Matthew. In her free time, she enjoys gardening, golf, and cooking. 

Lisa Peeters

Client Service Manager

(215) 513-6240

(215)513-1614

Lisa@MotzWealthManagement.com

Lisa is a Team Leader and Client Service Manager at Motz Wealth Management; she shares this position with Pamela. Lisa manages the day-to-day operations of the office. She is responsible for overseeing new business coordination, facilitating client service requests, processing paperwork, and placing trades on Melissa's behalf. Lisa works remotely from Appleton, WI.   She has been with Motz Wealth Management since December 2021. 

Lisa comes to Motz Wealth Management with 7 years of financial services experience and more than 20 years of customer service experience.  She received her Bachelor of Business Administration, majoring in Finance and Marketing from the University of Wisconsin – Milwaukee.

Lisa and her husband, Dan live in Appleton, WI, and have two daughters, Alice and Cleo.  She enjoys boating, swimming, cooking, and hiking at their family cottage, and anything related to health and fitness.