Meet Our Awesome Team
Pam Horack, CFP® Founder, Your Financial Mom
Pam Horack makes financial planning simple. After graduating college with her Bachelor of Science degree in Finance, she began her full-time financial career. For over 20 years, she has worked in a variety of roles including customer relations, management and training
and development roles in several banking, brokerage and mortgage companies. Pam’s focus on financial education has helped her develop a style of taking complex financial ideas and making them simple to understand and implement.
At Pathfinder Planning, she developed her trademark “Mom” style of dishing out financial advice in a practical but caring way. She has been quoted in a variety of online and print publications including Yahoo! Finance, Parents Magazine, CNBC Online, Investment News and the Charlotte Observer.
Aaron Salmon, CFP® Senior Wealth Strategist
Aaron Salmon is the Senior Wealth Strategist at Pathfinder Planning LLC. Most recently, Aaron served as chief stay-at-home Dad. Prior to that, he spent 13 years at First Union/Wachovia/Wells Fargo in Wealth Management specializing in Personal Trust Administration and Investments.
He has held his Certified Financial Planner™ certification for over a decade. Aaron is a graduate of Presbyterian College in Clinton, SC with a Business Administration degree.
In his spare time, he enjoys music, reading, home brewing fine beers and spending time outdoors with his wife Meg and two children, Alli and Will. To get away from it all, he has a habit of leading mission trips to El Salvador to build houses for those in need with Habitat for Humanity.
The Team Behind the Scenes
Health and Wellness Coordinator
When she’s not working, Meg loves the outdoors. The mountains are her happy place where she enjoys hiking and being with family. She makes us eat kale and quinoa, but it’s all good.
Diversity and Inclusion
Super tall, super smart and fluent in Japanese, Alli’s quiet nature reminds us that everyone needs to be included. One day, she’ll take over the world.
This chunky mischief maker will ask more questions than a defense attorney, so you’d better have some answers. Will loves to know how things work and has lots of fun with all around monkey business.
The Team Behind the Scenes
Trey is the support system behind Pathfinder Planning. He provides the foundation for sanity checks and serves as a sounding board for solid business planning advice. His skills in organizational and business development, marketing, and human resources are invaluable to the mission of the firm. When not at his day job, he brews beer, bikes and takes the family camping. And he is a fabulous photographer.
Donald serves as Pathfinder Planning’s Office Assistant. His role is to organize and prepare client materials and reports, shred old data, and help with client data entry. He has served on Student Council in Middle School and is a member of the Duke TIP program. This responsible Boy Scout enjoys being creative, writing, camping, and spending time with his friends.
Director of Fun
Kevin’s role is unique. His responsibilities are not client facing, but he does his best to be sure the Management and Staff at Pathfinder Planning have fun, laugh and don’t take life too seriously. Kevin is a Cub Scout who enjoys all types of sports, particularly baseball. He is a voracious reader and has a big heart for helping those in need.