Our
Leadership

My enthusiasm for serving advisors and clients has never been greater as I join forces with the leaders at &Partners to build and grow a new wealth management firm for the future. As a seasoned professional with over three decades of experience, I know what it takes to create an environment where collaboration and innovation can flourish. My success has been built on a simple principle: Clients always come first. I am committed to working collaboratively with wealth advisors and their teams to achieve business efficiency and optimal growth. A key part of what I bring to &Partners is my passion for mentoring and developing team members. I am committed to creating a culture of positivity that fosters growth, creativity and dedication to meeting the evolving needs of our clients. Prior to joining &Partners, I held various leadership roles at Wells Fargo Advisors, including as a market and branch manager for Southern California, Northern California, Northern Nevada, Pacific Northwest, and Central and South Texas. I started my career in brokerage at Smith Barney and have leveraged my work as a financial advisor and as a leader to forge deep connections with advisors across the United States.