Nancy provides invaluable behind-the-scenes services for many clients, making sure that their financial accounts are in order and their bills are paid on time. She works closely to support the Financial Management team developing strategies to provide better outcomes for clients. Her organizational skills and attention to detail assure that client accounts are impeccably handled.
Nancy was an Accountant with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She a Bachelor of Science in Marketing from the University of Maryland.
Since becoming an empty-nester, Nancy became a bartender in her spare time.