About My Practice
Many of my clients become clients because they are too busy devoting attention to other interests to pay meaningful attention to their finances. Others want the sense of comfort and confidence that can come from working with an experienced professional. They all wanted a greater sense of control over the resources of their financial security and to be able to work with an advisor who would understand and value their unique needs and concerns.
With a focus on single, widowed and divorced women, as well as couples who are retired or looking to plan for their retirement years, I help clients manage to their financial objectives by offering the specific financial planning, income and investment management services they need for their own set of circumstances. Because each client's situation calls for a highly individualized approach, there are no pre-packaged solutions, whether investments, financial planning strategies or otherwise. I look to help clients maintain what is working for them and work with them to find better options when something is not.
As an independent Registered Investment Advisor, advisors affiliated with our firm can offer their clients unbiased, objective professional advice. With the 3rd largest institutional custodian for independent advisors serving as custodian of clients' assets, all clients are afforded the highest degree of confidence in the confirmation, delivery and settlement of every transaction.
With over eighteen years of experience in both corporate and private client arenas, Nancy is a CERTIFIED FINANCIAL PLANNER™ practitioner who has also earned the nationally recognized professional designations of Chartered Retirement Planning Counselor, Chartered Advisor in Philanthropy, Chartered Life Underwriter and Chartered Financial Consultant. Nancy earned her BA degree from Wheaton College in Massachusetts in 1980. She is the past president and board chair of the Financial Planning Association's Connecticut Valley Chapter and previously served on the boards of the Planned Giving Group of Connecticut and the Connecticut Estate & Tax Planning Council, Inc. Nancy is a past member of the Professional Advisory Committee of the Hartford Foundation for Public Giving and is currently active with the Estate & Business Planning Council of Hartford.
Nancy and her husband are longtime residents of Simsbury along with their son, who is now a senior at Gettysburg College. She plays the Great Highland bagpipes with Police Pipes & Drums of Waterbury and maintains an active band schedule while also piping solo for special occasions in and around Greater Hartford. Committed to advancing economically disadvantaged women in their efforts to achieve independence, she has served on the advisory council of The Shelter for Women at The Village and the board of directors of Aurora Foundation for Women & Girls and is a member of the steering committee for the Lillian Fund at the Jewish Community Foundation. She also participates in CCSU's Veterans History Project as a volunteer interviewer.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 26, 31, 63, 65
Life insurance: CT, MA, Health/disability insurance: CT, MA, Fixed annuities: CT, MA, Variable annuities: CT, MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CRPC, CAP
Considerations: Financial Planning & Investment Management Services are Fee-only
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.