At &Partners I was among the first to embrace the opportunity to help realize our vision: to prioritize advisors and their clients and to align that with better financial lives as the desired outcome. Having built advisory practices focused on outstanding service in my career, I deeply understand that when advisors are well supported and empowered, they can do what they do best: deliver quality, personalized advice to their clients. Prior to &Partners, I spent two decades at Edward Jones where I held diverse leadership roles. As a general partner, I held various leadership roles and most recently led Branch Team Performance overseeing the training, coaching and consulting functions for over 18,000 branch teams. I am proud to be currently serving on the board of directors of Hilton Head Christian Academy. Aligned with my passion of empowering financial advisors, I have the unique opportunity to serve as an advisory board member of Atlas Point, which provides financial professionals with personalized behavioral finance insights to improve the financial wellness of clients. - - - 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 Wireless, Outsourcing, Management Consulting, Telecommunications, and 7 others.
