About Pam
Pam provides client and operations support for Focus Partners Wealth’s Santa Rosa office. She serves as the liaison between custodians and clients, handling any service needs or paperwork. The most rewarding aspect for her is knowing she’s helping contribute to clients’ financial goals and dreams.
Outside her role, Pam has a passion for organic gardening, growing everything from tulips to apricots to peppers. A Hawaii native, she has fond memories of her years growing up there. In her free time, the self-identified homebody also enjoys baking and sewing.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2003
-Worked for Paine Webber Jackson before transitioning to the RIA world in the late 1990s
Pam provides client and operations support for Focus Partners Wealth’s Santa Rosa office. She serves as the liaison between custodians and clients, handling any service needs or paperwork. The most rewarding aspect for her is knowing she’s helping contribute to clients’ financial goals and dreams.
Outside her role, Pam has a passion for organic gardening, growing everything from tulips to apricots to peppers. A Hawaii native, she has fond memories of her years growing up there. In her free time, the self-identified homebody also enjoys baking and sewing.
Education and Professional Milestones
-Joined Focus Partners Wealth in 2003
-Worked for Paine Webber Jackson before transitioning to the RIA world in the late 1990s