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FINANCIAL PLANNING TEAM

Financial Advisory Operations | Client Service

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ABOUT NANCY

As an Investment Advisory Associate Nancy will be monitoring the investment platform for all our clients. She will also be assisting with investment operations and client meetings as well as taking on the role as one of our client support advisors.
Nancy has 2 small children, who keep her busy and well entertained. She is an avid reader and spends her free time reading on her kindle.

A BRIEF HISTORY

Nancy graduated Summa Cum Laude with a degree in Business & Project Management.

Nancy is our Investment Advisory Associate. She has 10+ years working in the banking and finance industry and has held several financial and professional licenses. She has worked as a Small Business Specialist, Licensed Relationship Banker and most recently working as a Mortgage Originator. She is furthering her financial knowledge by going back to college and pursuing a second degree in business and finance.

*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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