Nancy May has served as the Senior Client Service Associate of client operations for 4th Generation Financial since 2007, bringing a warm, client-focused presence to the firm’s daily operations. As senior client service associate, Nancy plays a vital role in ensuring that clients feel welcomed, supported and valued throughout every stage of their financial journey.
With a strong background in education and a natural ability to connect with others, Nancy approaches each interaction with compassion, efficiency and care. Whether she’s preparing reports, processing documents, organizing client events or responding to questions, her attention to detail and commitment to service excellence are evident in everything she does.
Nancy is also a key support partner to Kent McKee, helping manage operational workflows and client communications. Her dedication extends beyond 4th Generation Financial as she contributes to client engagement and service initiatives across the Lakepark Wealth Group.