Forbes: Top Women Wealth Advisors Best in State* (2025)
Focus
Since joining the Wealth Management industry over two decades ago, Pamela has been dedicated to helping clients navigate their financial lives with clarity and purpose. She emphasizes thoughtful financial strategies, tailored to individual needs, particularly for those interested in aligning their investments with their values. Known for her collaborative approach, Pamela works to simplify complex financial concepts so clients can make informed decisions with confidence.
Outside the Office
Pamela’s life is filled with family, creativity, and a love for the outdoors. She and James stay busy with their four children—Peter, Henry, Virginia, and Smith. Pamela enjoys the outdoors, in particular tending to her green spaces in Washington, DC’s Adams Morgan neighborhood, at her second home in Northport, ME, and in her latest restoration project at Historic Oakenham in Saluda, VA. She is also a lifelong runner.
Pamela’s passion for design led her to create a micro fashion line where she continues to express her creativity through dressmaking. She is an active member of St. David’s Episcopal Church in Washington, DC, where she is part of the Vestry and teaches Sunday School. She also serves on nonprofit boards that reflect her interests and give her the chance to create meaningful impact.
Education
College of William & Mary, BA History and Religion
CA Insurance License #4003327
*2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.