Nancy is passionate about making complex things simple. This interest led her to the role of managing the operations side of the firm. She enjoys working with our entire team to ensure our processes are designed effectively to help us provide the best level of service to our clients. She is also involved with the accounting, marketing and compliance areas of the firm.
When not at the office, she enjoys hiking, reading, and traveling. Her goal is to visit 20 National Parks in the next 20 years. She especially enjoys sharing these activities with her husband, Mike, and their three sons.
Nancy earned her bachelor’s degree from the University of Minnesota – Carlson School of Management. She also holds her FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network.