Nancy began her career as the financial officer of a competitive horse show barn before transitioning to institutional investing with a real estate investment trust hedge fund. In 1998, she discovered her passion for personal financial planning and has since devoted her career to helping individuals create secure financial futures. Her work is guided by genuine care, clear guidance, and long-standing client relationships.
A CERTIFIED FINANCIAL PLANNER® / CFP® professional and Accredited Investment Fiduciary® (AIF®) designee, Nancy holds FINRA Series 7 and 63 registrations through Commonwealth Financial Network®, in addition to life and health insurance licenses. With a personalized and holistic approach, she helps clients define their goals and move forward with confidence.
Outside of work, Nancy enjoys an active outdoor lifestyle. She spends her free time skiing, sailing, and horse show jumping & eventing - a blend of adventure and balance that keeps her energized and grounded.