Our
Leadership

I started my career as a financial advisor, so I see things through that lens. I know that the best advice is delivered when the advisor is empowered to do what’s right for clients. Our No.1 priority at &Partners is ensuring each of our advisors has the tools and resources necessary to deliver for clients. And that is my primary focus. Prior to joining &Partners, I held various executive roles at Wells Fargo Advisors (WFA). As divisional president, I was responsible for all aspects of growth and sales strategy. My approach to attracting new talent resulted in very robust advisor recruiting years at WFA. I also led 12 regions across the U.S. I have always believed in the power of advisors to help clients live better lives. I am proud to be part of &Partners where our vision is to put clients and advisors above everything else.