Head of Finance and Office Management
Dedicated building manager with her finger on the pulse of the day-to-day operations at Strategic. Overseeing policies, procedures, human resources, and finances with a relentless commitment to quality control and upholding Strategic's service standards.
Nancy joined Strategic in 2005, bringing more than 15 years of experience with financial and investment matters to the firm. She manages the firm’s accounting, human resources, payroll and general office functions. Nancy is a Registered Representative with her Series 7 and Series 63 licenses.
Areas of Specialty
Client Service & Advisor Support
Leadership & Team Development
Beneath the Surface
Claim to Fame
Nancy feels that she seems to take on the role of everyone’s mom wherever she goes.
Refinishing antique furniture, cooking, snowshoeing and shopping in her spare time.
Married for 35 years and have two successful sons, one is a high school trigonometry teacher and the other just earned his Ph.D. in Chemistry.
"I want it done Today!"