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Experience

I’m committed to serving my high-net-worth clients and helping them achieve their financial goals. From investment consulting and income and estate tax planning, to education and retirement planning, our holistic approach looks at all aspects of their multifaceted and personalized wealth management plan.

View More of Nancy's Experience
I’m always trying to play matchmaker. My husband and I were introduced by mutual friends — and I’m grateful for that. I've only introduced one couple that ended up marrying, but I’m always on the lookout!

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