Our
Leadership

I have spent the vast majority of my career cultivating my talents in the art of supporting and guiding financial advisors. With a servant leader mindset, I thrive in supporting those who wish to build successful practices where optimal client outcomes are the primary focus. It is this commitment to putting advisors and their clients first that has drawn me to &Partners. Prior to joining &Partners, I led the South Carolina market for Wells Fargo Advisors (WFA). I am very proud of my track record at WFA and the leadership capabilities I brought to the business. In joining &Partners, I am delighted to bring my leadership skills and my deep knowledge to foster our vision of advice done well.