Nancy provides support through her expertise in human resources, information technology, and operations. Her responsibilities include coordinating teams and individuals on projects, ensuring they have the necessary resources to be productive in their respective roles. With a career spanning back to 2005 in the wealth management industry, Nancy brings an extensive background and wealth of experience to our team. Her proficiency stems from her prior roles, where she gained hands-on experience in areas she now oversees, including client services, accounting, vision planning, and supporting single- and multi-advisor offices.

Nancy’s core professional values are grounded in integrity, servant leadership, impact, self-awareness, and forgiveness. She is a passionate problem solver who strives to empower individuals to grow in their roles and responsibilities. Nancy believes in continually refining support, mentorship, systems, and processes within the firm. She sees the internal success of the organization as a critical component of building successful relationships with our clients. Her philosophy revolves around starting each day with the goal of being the best person she can be, giving her all, helping where she can, and doing so with accountability and grace.

Meet Our Team