Our
Leadership

Like many at &Partners, I have spent time serving clients as a financial advisor. This experience has brought me a unique appreciation for the value that a good advisor can bring to individual clients and families. Put simply, financial advice and planning changes lives for the better because they allow clients to maximize their most precious asset: time. My role at &Partners is to attract top advisors and teams to the firm. I’m excited about bringing advisors I know and trust to &Partners because it’s a place where clients and advisors always come first. Prior to joining &Partners, I spent 26 years with Wells Fargo Advisors (WFA). While at WFA, I held various leadership roles, including Chicago market leader and Midwest regional president. I also served as a managing director at Stratos Wealth Partners for two years. I was a practicing attorney before entering the financial industry, and during that time I had the opportunity to argue a case in front of the Illinois Supreme Court. I believe that the most important aspect of &Partners is right in the name: Advisors are partners, and that is what leads to extraordinary outcomes for clients.