Our
Leadership

My father was an advisor. I grew up learning about the brokerage business and chose to spend much of my career focused on the delivery of high-quality advice and counsel to financial advisors. I have observed that the single biggest contributor to success in the advisory business is putting relationships first. My job at &Partners is to nurture relationships with advisors and their clients to help accelerate our growth. Before &Partners, I led all distribution and marketing as the chief sales and marketing officer at RiverFront Investment Group, a boutique asset management firm with an ETF separate account manager business. I was previously at Wells Fargo Advisors Financial Network where I served as a national sales manager and member of the firm’s operating committee. At &Partners I look forward to working closely with advisors and helping them serve the people who matter most: clients.