Our
Leadership

I am a passionate leader, and throughout my career, I have challenged myself to lead courageously and have never wavered in my support for those who make success possible. At &Partners, I’m excited to be a part of making our vision a reality: to create a firm where advisors and their clients come before everything else. As managing partner, I bring over 30 years of experience in the financial services industry. Prior to founding &Partners, I had the privilege of serving as the president and CEO of Wells Fargo Advisors, which, under my leadership managed approximately $2 trillion in assets for over 3 million clients. With an unwavering dedication to building something better, I am enthusiastic about embracing the opportunities that await us at &Partners.