Our
Leadership

I’m passionate about possibilities. That’s why I joined the team at &Partners because I know we can build something better. I have a strategic mindset and a drive to execute. I can transform complex problems into efficient solutions. In my 26 years in wealth management, I’ve focused on improving client satisfaction scores, enhancing production and integrating technology seamlessly. I’m always looking for ways to support the advisor so they can serve their clients better and strengthen their relationships. I’m delighted that my experience aligns so well with our vision at &Partners to deliver the very best. While at Wells Fargo Advisors, I held leadership roles across a variety of areas ranging from compensation to planning. At &Partners, I am excited to put my experience and talents to work on behalf of some of the best advisors in the industry.