CERTIFIED PUBLIC ACCOUNTANT & CHARTERED GLOBAL MANAGEMENT ACCOUNTANT
Pam thrives on continuing to learn, not only for herself, but for others as well. She feels part of her purpose in life is to help others gain knowledge and make informed decisions on matters that concern their overall financial picture, be it in a tax return or comprehensive financial plan.
Pam loves the ever-changing tax return challenges she faces each year, while serving her tax clients with understanding beyond a once-a-year tax return. She especially enjoys the depth of service she can provide to her tax clients when she can address the big picture and how their tax situation fits into their overall financial plan and future goals. By serving clients who also benefit from our comprehensive financial planning and investment advisory services, she delights in the aspect of educating them on the best time to incur and delay taxable transactions to best fit their financial life, both now and in the future.
Pam earned a Bachelor of Science in Accounting, having graduated with Distinction from Indiana University. For over 20 years, Pam has continued to work in the public accounting industry with a focus in taxation. She earned her CPA designation in 1999 and joined Juli Erhart-Graves to form Smitson Erhart-Graves Tax Advisors, LLC in 2011. Since then, she also prepares comprehensive financial plans and provides investment advisory services for clients of Worley Erhart-Graves Financial Advisors, Inc.
Pam has served as a board member for many charitable and professional organizations over the years. Currently, she serves in developing the women’s ministry at her church, volunteers as a Girl Scout leader and is a Make-a-Wish wish-grantor.
Pam and her husband Dan have one teenage daughter, Katie, who keeps them very busy with Girl Scouts, 4-H, ballet, and band. They share their home with Flora and Sparkles (Irish setter and shih tzu, respectively), six rabbits (shown in 4-H), and three beehives (also a successful 4-H project).