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. And when it comes to the advisor, 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. 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. Additionally, 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 am proud to serve on the board of directors and executive board of the Illinois Holocaust Museum and Educational Center. - - - 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.