Nancy is a wealth of knowledge and loves working with the NewRetirement community as an educator and coach. You’ll meet her during Office Hours, in Classes, and in Live Plan Review Sessions. Her goal is to educate and support you as you design your plan with complete confidence for today and for the future.
With a hunger to continue learning after her career as a Spanish teacher and department leader, Nancy immersed herself in the language of personal finance and has since completed a certificate in accounting, passed the FINRA SIE exam, and passed the NASAA Series 63, 65, and 66 exams.
In her free time
When she’s not crunching numbers, Nancy can be found on a hiking trail or curled up with a good book. She’s also an avid traveler and “templer,” having visited sites such as Teotihuacán, Machu Picchu and Angkor Wat.