My passion to help others has been the drive behind my 17-plus years working with advisors and clients. The hundreds of advisors I have partnered with over the years have benefited from my guidance. I like to help advisors strengthen the care they provide to their clients with the goal to improve their experiences. We also work together to explore how to expand their offering and grow their business. Joining &Partners is a deliberate move for me, and one that parallels my belief in the power of advice to change lives for the better. I want to be part of a firm that shares my passions and my commitments to put advisors and their clients at the center of everything we do. With over 16 years at Wells Fargo Advisors (WFA), I served in various roles helping advisors integrate holistic wealth management into their practices. I spent 9 of my earlier years with WFA managing a complex of branches, as well as market manager overseeing Western Pennsylvania. With &Partners, I am excited to contribute to building a firm where advisors can thrive and clients are the priority. I appreciate our culture of collaboration and positivity that is committed to advice done well. ---Third-party posts found on this profile do not reflect the views of &Partners (the firm), its associated persons or affiliates, and have not been reviewed by the firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact a qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
Listed skills include Investments, Finance, Financial Advisory, Risk Management, and 6 others.