Nancy is our Executive Assistant and Office Manager. She 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 excels in providing exceptional client service, especially dedicated to responding timely to all inquiries. Furthermore, Nancy is caring and kind – all characteristics our clients greatly enjoy!
Outside of the office, Nancy and her husband enjoy hiking trails throughout Mid-eastern state parks, playing short game-three par golf courses, and spending time with their three children and their families. She is an avid reader and enjoys daily early morning walks.