Our
Leadership

I’m best known for my unflappable enthusiasm, positivity and unique ability to connect with people. I have worked with thousands of advisors over the last 25 years to help them grow their practices and better serve clients. My experience has taught me that structuring advice around defined goals is the key to success. I joined &Partners because I know that I can help financial advisors employ planning to change lives for the better. I spent 18 years at Wells Fargo and 16 of those at Wells Fargo Advisors (WFA). I was a member of the WFA executive management team and served on the operating committee for the division. While at WFA, I held a variety of roles, but a common theme throughout has been a focus on client outcomes through planning, advisor productivity and overall growth of the business. I’m excited to bring my enthusiasm and deep experience to build something special for advisors and clients at &Partners.