Management Team

Partner | Lead Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT NANCY

Nancy graduated from Merrimack College with a BS in Accounting and has her MBA from Monmouth University. She is a member of the NJ Society of Public Accountants and the American Institute of Certified Public Accountants.

A BRIEF HISTORY

Nancy has worked in a variety of roles in both public and private accounting since starting her career more than 20 years ago. Her experience. attitude and tremendous work ethic has made Nancy a valuable team member since joining PFG in 2013. Nancy works with our clients accounting, tax planning, and tax preparation needs.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Nancy is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy

Explore charitable planning strategies tailored for individuals without children. Learn how to align your wealth with your values, create a lasting legacy, and reduce tax liabilities with thoughtful giving. Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy When you don’t have children, legacy planning takes on a different—but equally ...

<p>The post Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors

Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...

<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>