Our
Leadership

At &Partners, I am responsible for helping financial advisors successfully transition their books of business. In that process, I am fully aware of the effort and care they put into building their client base and the importance of the transition. I’ve dedicated my career to designing processes that support successful onboarding. As a result, I understand how important it is to provide clients with a seamless experience through a combination of dedicated support staff and leading technology. At &Partners, I’m excited to work with people I know and trust while leading onboarding teams that will put advisors and their clients first. Prior to &Partners, I held various leadership roles within Wells Fargo where I earned a reputation for my strong work ethic and dedication to operational excellence. The onboarding processes I helped to develop were leveraged in the successful transition of thousands of financial advisors to Wells Fargo Advisors.