Pamela Kruger

Pamela Kruger

Owner, Financial Consultant

For over 25 years, I've proudly and diligently served my clients in Ohio and Florida, beginning my career in the insurance industry before launching Kruger Consulting, Inc. in 2001. My journey has allowed me to develop lasting relationships with clients, some of whom I've had the privilege of serving for over 20 years. Through life's many changes - marriage, kids, divorce, retirement, medical/assisted living situations, and inheritance - I've been there, helping my clients navigate through it all. Life can indeed be messy, but I believe in always being prepared and having a second plan, just in case.

As an independent, fiduciary Investment Advisor Representative and Insurance Representative, my focus is on a personalized, comprehensive approach to financial planning. I assist my clients in uncovering their life goals and designing the best financial, investment, and legacy strategies to ensure their dream retirement. My passion lies in watching my clients and their families thrive and grow through the generations, living their best lives. The reward of seeing my clients feel comfortable, relaxed, and in control of their finances, enabling them to enjoy their lives, is truly fulfilling. This career has also offered me incredible flexibility, allowing me to balance my own personal life and family.

I am a Registered Representative and Investment Advisor for J.W. Cole Financial, Inc., a member of FINRA/SIPC, located in Tampa, Florida. I hold Series 6, 63, and 65 Securities Registration along with Life, Health, Variable Annuities, and Property/Casualty state licenses. Continued education has always been one of my priorities. One of my proudest business achievements was graduating from the Goldman Sachs 10k Small Business class in December 2019.

In 2021, I joined forces with Cornerstone Asset Management to offer fee-based money management services. I have worked with George Anastaskis, principal owner, for over 20 years and while we still maintain our independence, we have partnered to bring all of our expertise together for the benefit of our clients. This partnership allows me to provide my clients with highly diversified, actively managed investing options, whether they're seeking conservative or growth performance.

Licenses:
Series 6, 63, and 65 Securities
LUTCF designation (Life Underwriter Training Council)