Our
Leadership

I bring to &Partners a deep appreciation for how to deliver high quality service to advisors and their clients. My experience at Wiley Bros.-Aintree Capital (“Wiley Bros.”), which is now part of &Partners, taught me the crucial role that every individual plays in ensuring that advice is fit-for-purpose. Because of my background in financial planning, I view the role of the advisor as pivotal in tailoring investment solutions to the unique needs that each client has. My focus at &Partners is on advisory compliance. The breadth of my experience has prepared me to create a flexible, but highly effective control environment. Since the start of my career in 2007, my work has spanned many areas of the business, including: operations, compliance, client servicing, performance reporting, advisor onboarding, and retail and institutional trading. I am currently on the FINRA Membership Committee. Previously I have served on the FINRA Small Firm Advisory Committee and two consecutive terms on the FINRA South Region Committee. I’m excited to bring my skills and experience to &Partners to help create a place where advisors and their clients are well supported.