Our
Leadership

At larger firms, service has become an afterthought. I am at &Partners to make sure service is a top priority. I’m building an empowered team with the right mindset to deliver consistently for clients and advisors. My goal is to marry the reliability of a scaled platform with the responsiveness of a smaller one. Prior to taking on my role at &Partners, I held various operational leadership positions at Wells Fargo, including COO of Wells Fargo Wealth Brokerage Services, where I supported over 3,000 advisors. I am excited to be a part of bringing something better to advisors — new technology paired with personalized white-glove service.