Our
Leadership

I started my career as an advisor and then went on to lead a very large branch advisor system at Wells Fargo Advisors (WFA). I’m now dedicating myself to creating a new firm where advisors want to work and where they and their clients will thrive. During my 26 years at WFA, I served in various capacities and had the opportunity to design and implement new programs to drive growth and harness efficiency. I also learned to manage a cost line aggressively and oversee complex supervisory structures. My experience has impressed upon me one simple thing: the importance of the advisor-client relationship. I look forward to building a firm that recognizes the pivotal role that advisors play in helping clients achieve their financial and life goals.