I am a strong believer in the idea that the best legal guidance is not simply an examination of legal issues and risks, but it also requires close collaboration with my clients. I focus on understanding all relevant considerations, and then I use the laws, regulations and risk considerations to create a roadmap for achieving the desired outcomes. I am passionate about doing what is right — always — while also minimizing risks and burdens.
My career started with A.G. Edwards & Sons in 2003 as a client and branch support attorney. In the 20-plus years that followed, I have held leadership roles within legal teams and also inside business teams where I guided people through the complexities of solving regulatory and risk issues.
&Partners offers a unique opportunity to be part of an extraordinarily experienced and talented leadership team dedicated to building a firm where partnering with advisors and their clients is at the forefront of everything we do.