What truly drives Nancy is helping people make educated financial decisions in a way that’s genuinely aligned with what matters most to them. She takes the time to understand each client’s goals and develops a unique financial strategy to serve and support those goals. Nancy uses a distinct combination of investment analysis depth, financial planning breadth, and genuine desire to help clients make intentional decisions.

Nancy began her career focused on investments, eventually becoming a portfolio manager for pensions and insurance company funds. Nancy realized she had a deep desire to help people on a more personal level, so she pivoted and decided to work as a wealth manager and financial planner. This move allows her to focus her investment knowledge to help individuals and families reach their goals.

Nancy holds a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania, with concentrations in Finance and Entrepreneurial Management. She also holds both the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. 

Outside of work, Nancy enjoys volunteering at her church and serving as a financial coach for teen parents. She and her husband, Brian, are the proud parents of four adult children. In rare moments of actual downtime, Nancy and her family can be found taking advantage of all Lake Michigan has to offer.