Background

About
&Partners

Unlocking the potential of everything life can be.

Member
Quote sign in circle

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.

Two mountains with flag

Dedication

&Partners is committed to impeccable service and support.

That means enhanced client experiences and greater efficiency.

Orange circle part
Man in a shield

Focus

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

That means we are constantly building better.

Teal circle part
Binoculars icon

Opportunity

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

Purple circle part
Man icon

Investment Acumen

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

Green circle part

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

Texture logo
Quote
Texture

The team

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

Stephanie Bennett

Senior Client Associate
I am committed to building positive long-term relationships with our clients. It’s an honor that they trust our team to address their goals and support their dreams throughout the seasons of their life.

I started my career in bank retail branches and back offices at First Union and then Wells Fargo Advisors, where I received a hands-on education in financial services operations. Ten years ago, I shifted to a client-facing role that makes the most of my interpersonal skills and back-office experience.

At &Partners, I bring a deep understanding of how clients navigate their financial lives. I am adept at listening to the many ways they express what they need, and I support the team in its effort to build customized solutions. I am delighted to continue this work with our clients at &Partners and share in our team’s dedication to stellar service and industry-leading advice.
About Stephanie:

A.S., Centura College

Stephanie lives in Prince George, Virginia.
“Building lasting client relationships is the most rewarding part of what I do every day.”
CTA
Shape