Nancy
Nancy draws on her years of experience as a financial services professional to provide proactive support and to help clients address their complex financial needs. As a registered practice coordinator, she also works behind the scenes throughout the practice, helping to keep people’s financial plans on track and the business working efficiently.
She strives to be a consummate professional, amiable and approachable, and cool under stress. She enjoys working in a fast-paced environment and is not daunted by the many-faceted concerns that shape her clients’ lives.
Education and experience
- Bachelor’s degree, business administration and marketing, Fitchburg State University
- Series 7 and Series 66 licensed
- Financial services industry professional since 2001
Outside the office
Nancy lives in Shrewsbury, Massachusetts with her husband. The couple have two kids. In her free time, she enjoys spending time with her friends and family.
