Our
Leadership

While I began my career as a client associate and an advisor at Merrill Lynch, it was later in my career during a stretch role at National City that I discovered my passion, and my talent, for shaping an organization’s approach to people. Now at &Partners, I can bring my experience and vision to create value through talent acquisition and development. I am dedicated to securing the right talent to meet the expectations of our advisors and fostering an environment where everyone can thrive and contribute to our successes.

My frontline business experience shaped me into a different, and I believe, better HR leader. I have learned to focus on empowerment over policing and to foster collaborative problem solving. These approaches will help build a culture at &Partners where our employees and our advisors can thrive. I look forward leveraging my leadership style to foster an environment where people are encouraged to be themselves and are enabled to strive for excellence. My diverse career spans 30+ years. Prior to joining &Partners, I was chief administrative officer at Wells Fargo Advisors (WFA) and I served for 7 years as an HR Executive and consulting leader for WFA. My passion for marathon running informs how I work: balancing discipline with endurance and understanding that success lies in the journey, not just the final outcome.