Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM . She has been a member of our team since she began her career in 1985, after graduating from California State University, Sacramento with honors in finance. With over three decades of experience, she has helped many individuals and families accumulate wealth during their working years so they may enjoy financial independence in retirement.
Nancy and her husband, Gary have three children and reside in El Dorado Hills, CA. She is very involved in sports activities in her community.