Our
Leadership

Over the past three decades, I’ve had the privilege of serving as an advisor, branch manager, complex leader, market leader and divisional leader. Many years spent in the field have taught me that the best advisors seek the freedom and flexibility to deliver for their clients. Put simply, this is why I joined &Partners. I am inspired by the idea of changing lives for the better through tailored financial advice and guidance. I appreciate the power of alignment at &Partners and its potential to drive better outcomes for both advisors and their clients. Having spent my whole career at Wells Fargo Advisors, moving to &Partners marks an important moment in my career and my life. I am excited to work with people I respect and at a company focused on putting advisors and their clients first. I believe the best is yet to come.