Nancy grew up in Syracuse, New York and holds a degree in Finance & Banking from the University of
Hartford, with additional studies at Syracuse University. With over 30 years of experience, she specializes in
helping individuals and growing families build long-term financial security through thoughtful investment
strategies, retirement planning, tax-conscious decision making, and expertise in trusts, estates, and banking
services. Nancy is a devoted grandmother to five grandchildren and loves traveling, golfing, gardening, and
spending time with her family. What she loves most about this industry is the relationships — many of her
clients consider her their family CFO, and that trust is something she never takes for granted. She is equally
grateful to work alongside a remarkable team that, after 35 years, truly feels like an extension of her own family.