• Nancy Roop

    Client Services Manager

Nancy has been withQuest Wealth Solutions from the beginning in 1990. With more than twenty-four years in the securities industry, Nancy brings significant knowledge of the day-to-day inner workings and back-office procedures that it takes to keep Quest Wealth Solutions running smoothly.

As the operations manager, she handles all paperwork including transfers, distributions, new accounts and beneficiary changes, just to name a few. Nancy has earned the designation of paraplanner through the College for Financial Planning and also holds her Series 7 securities license.

Nancy and her husband Larry have one grown son. She enjoys biking, running, roller blading, reading and most importantly spending time with her grandsons. She is an active member at Church Requel and acts as the Secretary of their Board.