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About
&Partners

Unlocking the potential of everything life can be.

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I am a passionate individual with a deeply rooted commitment to personal and organizational growth. At &Partners, we’re creating the firm we’ve always envisioned — one where advisors and their clients come before everything else. We are committed to the opportunity to build something better with people we know and respect.

David Kowach

Founding Partner, CEO

Client Centered

Advice done well

We’re in the business of changing lives for the better. Every client has a unique story and distinct financial needs — from wealth building and investing to addressing family matters and legacy planning. At &Partners, advisors have the flexibility and choice to excel at what they do best serving clients in highly personalized ways.

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Dedication

&Partners is committed to impeccable service and support.

That means enhanced client experiences and greater efficiency.

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Focus

We focus on one thing at &Partners: delivering financial advice in the best way possible.

That means we are constantly building better.

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Opportunity

We know robust planning can reveal new opportunities.
That means we emphasize sharing great ideas and well-proven practices to address client needs.

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Investment Acumen

Advisors at &Partners are supported by tenured investment professionals and a concierge CIO.
That means finely tailored solutions.

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Learn more about the &Partners advantages for clients
and their advisors Download now

Learn more about the &Partners benefits for
clients and their advisors Download now

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Wealth is the ability to fully experience life.

Henry David Thoreau

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Our Approach

At &Partners we are:

01

Listeners

We listen first because we believe that the best solves often live outside the box. Our aim is to create distinctive solutions that truly reflect each client’s unique goals and objectives.

02

Collaborators

The “and” is intentional and underscores our commitment to partner with the best — from investment management to technology to clearing.

03

Pioneers

We envision possibilities and we’re not attached to the status quo. We are elevating financial advice to a higher level and our work has just begun.

04

Practitioners

Our foundation is based on decades of shared experience. Our inspiration comes from being built, owned and operated by people who know great advice comes from great advisors.

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The team

Our Leadership

David Kowach

David Kowach

&Partners LLC
Kristi Mitchem

Kristi Mitchem

Ampersand Partners LLC
John Alexander

John Alexander

&Partners LLC
Scott Nelson

Scott Nelson

&Partners LLC
Andy Byer

Andy Byer

&Partners LLC
Kellie Lyons

Kellie Lyons

Ampersand Partners LLC
John Crowley

John Crowley

&Partners LLC
Stuart Porterfield

Stuart Porterfield

&Partners LLC
Thelma Mamah

Thelma Mamah

&Partners LLC
Luke Glass

Luke Glass

&Partners LLC
Cheri Cooper

Cheri Cooper

&Partners LLC
David Wiley

David W. Wiley III

&Partners LLC
Randy Bradshaw

Randy Bradshaw

&Partners LLC
Rich Getzoff

Rich Getzoff

&Partners LLC
Alyson Mencio

Alyson Mencio Stevens

&Partners LLC
Matt Doran

Matt Doran

&Partners LLC
Nick Giordano

Nick Giordano

&Partners LLC
Warren Terry

Warren Terry

&Partners LLC
Catherine Brown

Catherine Brown

&Partners LLC
Scott Spang

Scott Spang

&Partners LLC
Pete Sinton

Pete Sinton

&Partners LLC
Keith Vanderveen

Keith Vanderveen

&Partners LLC
Kaley Idol

Kaley Idol

&Partners LLC
Rob Samson

Rob Samson

&Partners LLC
Barry Hefner

Barry Hefner

&Partners LLC
Elizabeth Quillin

Elizabeth Quillin

&Partners LLC
Scott Drysch

Scott Drysch

&Partners LLC
Chris Davis

Chris Davis

&Partners LLC
Joel Glasco

Joel Glasco

&Partners LLC
Chad Yarbrough

Chad Yarbrough

&Partners LLC
Mike Schaller

Mike Schaller

&Partners LLC
Daniel Kleinschuster

Daniel Kleinschuster

Founder & Managing Director
Serving families and helping them achieve their life goals brings me great satisfaction. I consider it a privilege to collaborate closely with clients, helping them uncover their goals and dreams, navigate their financial journeys and build lasting prosperity for their families. My thoughtful and comprehensive approach helps ensure that we identify their true ambitions and are able to create a robust plan paired with customized investment strategies to support them in achieving success.

Joining the &Partners family strengthens my dedication to providing clients and their families the personalized solutions they deserve. Leveraging the deep financial markets and investment experience of the &Partners team further enhances the tailored strategies I provide to my clients. Together with &Partners, we reaffirm our commitment to advice done well.

Much of my career in wealth management was with UBS and, earlier, Wachovia. My success is built on the integrity and the trusted relationships I’ve been able to foster with my clients: they know they can rely on me to deliver.
About Daniel:

B.S., University of Richmond
FINRA Series 7, 31, 63 and 65 securities registrations
CA Insurance License #0G69631

Daniel lives with his family in Richmond, Virginia.

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“Enhancing my clients’ lives is not just about the numbers — it’s about championing their aspirations and the pursuit of a better life.”
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