Nancy has been helping her clients make well informed decisions since 1979. Over the years at the firms of Paine Webber, Prudential Bache, Wachovia and Wells Fargo Advisors, she has seen many changes to the financial services industry and has always adapted to those changes to help her clients meet their financial goals. Committed to the highest level of professionalism Nancy prides herself on building long term relationships based on trust and service. Nancy holds her Bachelor’s and Master’s Degrees in Education and Psychology from the University of North Carolina at Chapel Hill. She has a Masters of Science in Financial Planning from the College of Financial Planning. Nancy has served as an adjunct professor at Bergen Community College for the CFP program and holds the AAMS designation. She has taught financial courses at adult schools and frequently speaks to various clubs and organizations. Past President of the Greater New Jersey Estate Planning Council, Nancy is a member of the Financial Planning Association and is very active in her community and church. In her leisure time, Nancy enjoys reading, sewing and spending time with her three children and 8 grandchildren.