Our
Leadership

I joined &Partners because I know I can thrive in an environment that puts advisors and their clients above everything else. Working in the financial services industry for almost 20 years, I have developed a deep appreciation for what makes advisors successful and productive. Giving advisors the freedom and flexibility to serve their clients optimally can be key contributors to changing financial lives for the better. And that’s why I am at &Partners. Prior to joining, I held field leadership positions at Wells Fargo Advisors, including as a regional business manager for Washington, D.C., up through Southern New Jersey and as a market leader for large territories in Pennsylvania and Virginia. I also held various roles across finance, compensation and recruiting. I believe that the key to my success has been my view that advisor transitions should start and end with the recruiter. I’m accountable to every financial advisor that I bring to &Partners and have a responsibility to each of them, their families and their clients.