With over 35 years of financial services experience, Nancy has helped many individuals, families, and businesses pursue their financial goals. Nancy’s core values center around trust, integrity, professionalism and service excellence. Throughout her career, she has adhered to a disciplined planning process to help her clients create the direction needed to establish a secure financial future.
Prior to becoming an independent advisor, Nancy managed the investment and insurance businesses for Affinity Federal Credit Union, the largest credit union headquartered in the state of New Jersey, with approximately 180,000 members and $3 billion in assets.1 Before that, she was with Bank Leumi, a $100 billion+ global financial institution, 2 where she held many leadership positions, including President, Director and COO of Leumi Investment Services Inc., the Bank’s broker dealer subsidiary. She also created and managed the Bank’s Domestic Private Banking initiative and served as the Bank's Trust Officer for 15 years. Prior to joining Leumi, Nancy was a Vice President with Citicorp Investment Services. She began her career in financial services as an equity analyst with Salomon Brothers.
Nancy holds a Bachelor of Science in finance and management from the Wharton School of the University of Pennsylvania. She also holds several securities industry licenses through LPL Financial, including the Series 4, 7, 8, 24, 63 and 65. Nancy loves spending time with family and friends, traveling and “everything French.” She is actively involved as a volunteer for the University of Pennsylvania’s Alumni Interview Program and for SCORE, the nation's largest provider of mentoring services to small businesses. She also supports the Crohn’s and Colitis Foundation of America and Family & Children’s Services of Northern New Jersey.