Since starting her career in 1997, Nancy has attained the Series 7 and 66 Security Licenses held with LPL Financial. She has become a vital part of the WealthPlus team, as she works with clients to develop personalized strategies and solutions.
In her role as Investment Officer, Nancy is meticulously dedicated to every detail of her clients’ needs. And she takes the time to know her clients, not just their portfolios and transactions. “Clients are like our family members." To that end, Nancy ensures that each client is kept in the loop with every order of business – and what’s more, makes sure they understand every transaction.
Outside of WealthPlus, Nancy is also very committed to her church and mission work. She also spends as much time as possible with her grandchildren.