Nancy has been a Certified Financial Planner® professional since 2001 and in financial services since 1993. She has earned the designations of Retirement Management Advisor®, Retirement Income Certified Professional®, Chartered Life Underwriter®, Chartered Financial Consultant®, and Accredited Estate Planner®. She holds a Bachelor of Arts degree from Wheaton College in Massachusetts, and before making a career change to financial services in 1990, she was working towards a master’s degree in social work at the University of Connecticut.
“Stay far from timid
Only make moves when your heart's in it
And live the phrase, 'Sky's The Limit'”— The Notorious B.I.G.
On her own, Nancy built a successful financial planning practice focused on women experiencing life transitions due to divorce or being widowed, and on couples planning their transition to retirement. Wanting to provide her clients with more proactive tax management and asset-liability matching investment strategies to better secure their retirement income, she merged her practice with Sensible Money.
Nancy previously served on the board of directors of the Financial Planning Association of South Carolina and is currently an at-large member of the National Association of Estate Planning Councils (NAEPC). She is also a member of the Financial Planning Association (FPA), and the Investments & Wealth Institute (IWI).
In her free time, she loves hanging out with her husband, reading and listening to podcasts on the beach, and taking long bike rides. Her morning doesn’t begin until she’s completed both Wordle and Connections. They always look forward to visits with their son, daughter-in-law, and two little grandchildren who live in the Washington, DC area.
Nancy is a longtime volunteer and supporter of organizations that champion a woman’s right to make her own decisions regarding her reproductive healthcare. She also actively supports a local organization that aims to combat “period poverty” – the challenge of affording menstrual hygiene products, resulting in missed school and work – by providing these products to schools, shelters, and community centers in the area.
