"What lies behind you and what lies in front of you, pales in comparison to what lies within you." - Ralph Waldo Emerson
Nancy is our Executive Assistant and brings with her a variety of skills, including support, organization, and communication. At our firm, Nancy helps with managing appointment schedules for our advisors, maintaining client databases, assisting with marketing and client communications, and performing general office tasks (she's to thank for our freshly brewed coffee in the morning!). She is passionate about learning new things every day and understands that through reading, working with others, or life experience, there's always something new to learn.
Nancy has always been taught to treat others with kindness, a lesson she learned from her mother. She likes to consider herself caring, kind, and devoted – all characteristics her clients greatly enjoy! Outside of the office, she enjoys spending time with her family doing activities together. It can be anything, from board games to hikes, as long as she's with her three children and husband. She also enjoys her morning walks, a thing she could never give up. She believes there is something beautiful about watching the sun rise and imagining the possibilities of the day.