Our
Leadership

I am a seasoned financial professional with extensive experience in the field, including over 20 years as a CFP. Throughout my time as a financial advisor, I have learned valuable skills that have allowed me to develop comprehensive and strategic approaches to managing a client’s financial life. I most recently served as a principal at Sage Wealth Planning, where my team and I worked closely with our clients to integrate holistic financial planning, including cash flow analysis, investment planning, insurance planning and more. My objective has always been to support clients in making informed and confident financial decisions. My prior experience includes both advisor and principal roles at Edward Jones. I believe in the ideal of advice done well, and I’m excited to put it into practice at &Partners.