Meet the Team
Mr. Nam and his wife Jami are the parents of four wonderful boys, Luke, Chase, Jadon, and Jaxon. The family enjoys their leisure time playing golf, pickleball, and a variety of outdoor activities. When not at the office or with his family, Mr. Nam volunteers as a coach for his children’s sports teams as well as spending time with a variety of non-profit groups: Pinecrest Academica (current Director and Officer), Las Vegas Rugby Football Foundation (past board member), Las Vegas Art Museum (past board member), Southern Nevada Museum of Fine Arts (past advisory board), Heaven Can Wait Sanctuary (past advisory board), Asian Chamber of Commerce (past member), and Anthem Country Club (past board member).
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Founder
- CA Insurance License 0E09598, Resident of NV
In synergy with his prior and current life experiences, Matt serves the firm’s clients as a Sports & Entertainment Accredited Wealth Management AdvisorSM as certified by the College for Financial Planning. He specializes in goal-based investment planning, and together with Focus Capital’s holistic approach to wealth management, provides our clients with a comprehensive investment plan. Often times collaborating with tax, estate planning, and liability management experts and utilizing their strategies.
Matt grew up in Fremont, CA and moved to the Las Vegas area shortly after graduating college. He enjoys living in Henderson with his wife, Samantha, and son, Malcolm. Matt is an avid sports fan who enjoys spending his weekends volunteering with various youth sports leagues across the greater Las Vegas Area including being on the Board of Directors for Paseo Verde Little League.
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Alyssa is currently the group's office manager and Senior Client Experience Specialist. With her extensive experience in operations, Alyssa provides our clients with exceptional service and support.
Being a Las Vegas native, Alyssa likes to spend her free time exploring the natural wonders of Nevada and the surrounding states. She enjoys doing outdoor activities, spending time with her pets and travelling to new places.
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Valerie was born and raised in England, and moved to the United States in 1976 with her husband Jimmy and their three children. Valerie and Jimmy were married for 58 years until Jimmy’s passing in 2020. Jimmy owns the English Professional Football League record of the fastest goal of four seconds which stands to this day.
Outside of work Mikaela enjoys her free time by taking weekend getaways to new cities and visiting with family.
About &Partners
&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.
David Kowach
CEO
David Kowach is most known for his unflappable energy and contagious enthusiasm. He is a passionate leader with a deep-rooted commitment to personal and organizational growth. Throughout his career, he has challenged himself to lead courageously and has never wavered in his support for those who made success possible. At &Partners, he is creating the firm he always envisioned - one where advisors and their clients come before everything else. David brings to his leadership role over 30 years of experience in the financial services industry. Prior to founding Ampersand Partners, LLC, he had the privilege of serving as President and CEO of Wells Fargo Advisors, which under his leadership served more than 3 million clients with $2 trillion in assets. More recently, he led the Wells Fargo Community Bank where he re-engineered retail banking to enhance both efficiency and client loyalty.
John Alexander
Co-President
Big firms, where politics can trump performance and progress, do not hold allure for John Alexander, anymore. He is interested in building something better. After 26 years with Wells Fargo Advisors, John is dedicating himself to creating an environment where advisors want to work and a business where they and their clients will thrive. John started his career as an advisor at Edward Jones. He went on to lead the retail branch advisor system at Wells Fargo. At Wells, John gained practical field experience and grew as a leader. He spent time repositioning under-performing businesses, developed strategies to expand into new markets and designed tools to drive growth and harness efficiency in the core advisory space.
Scott Nelson
CFO
Scott Nelson understands the drivers of profitability better than almost anyone in the industry and that is why he is leading the finance function at &Partners. However, Scott is much more than a CFO. He is a strategic leader who appreciates the importance of ensuring that the client and advisor experience at &Partners is second to none.
With years of experience leading one of the largest sweep programs in the United States, Scott has the experience necessary to facilitate the provision of comprehensive advice that encompasses banking services. Most recently, he was a Managing Director at Accenture where he led teams focused on wealth management transformations. Prior to Accenture, Scott held various leadership roles at Wells Fargo Advisors.
Cheri Cooper
COO
Cheri Cooper has built an operations platform and approach to service defined by a simple, but highly differentiated element, it's personal. With this unique approach and platform, there are no 800 numbers, automated help lines or non-answers. She has intentionally staffed her group with individuals who see themselves as an extension of the advisors' teams and who have a passion for helping advisors deliver best-in-class service to customers and change lives for the better. Cheri brings to her role 25 years of experience, including 20 at Wells Fargo Advisors, in wealth management, operations, technology and risk management.
Most recently, Cheri led the transformation of the Wells Fargo Advisors platform used by private-client, bank-based, independent, and clearing firm advisors. Cheri's focus in leading this initiative was to transition from outmoded, in-house technologies to best-of-breed market solutions. From 2015-2019, Cheri was the Chief Operating Officer for the Wells Fargo Wealth Brokerage Services organization, supporting 3,000 bank-based advisors. Prior to 2015, Cheri held various leadership positions within Wells Fargo Advisors' operations and technology division.
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