Nancy opened her private practice in 2001 to assist clients in developing the confidence, practical skills, and understanding to deal with a broad range of day-to-day money matters.
She received her certification as a Financial Recovery SM Counselor from the Financial Recovery SM Institute’s training program in December 2000. She completed a program in co-active coaching from The Coaches Training Institute in 2002, and received her AFC®, Accredited Financial Counselor designation, in January 2004. She is a member of the Association for Financial Counseling and Planning Education. (www.afcpe.org)
Nancy has served on the board and investment committee of a private foundation since 1994, and on the board of a Charitable Trust since 1992. She helped develop the investment policy guidelines for both boards, including the incorporation of social justice, women’s, and environmental issues in their financial management and decision-making. She managed two custodial accounts for 14 years and has assisted family members in various aspects of personal finance planning.
Her varied experiences have made her deeply aware of how frustrated and vulnerable many people feel about dealing with their money, especially after major life transitions such as divorce, job changes, or a death in the family.
Nancy’s strong sense of advocacy and enthusiasm for this work drive her dedication to guiding and empowering her clients to make their money work better for them. Her life experience, personal struggles with money issues, and training as a financial counselor and co-active personal coach make her an understanding, creative partner on her clients’ journey to confidence, clarity and peace of mind.
Nancy grew up in the Midwest where she enjoyed training and showing golden retriever dogs. After graduating from the University of Colorado with a degree in nursing, she worked as an R.N. for nine years in Colorado and Arkansas before resigning to be a full-time mother, community activist, and public school advocate. Nancy was involved in local growth management and environmental issues. She was education chair of the local League of Women Voters for two years, and a county delegate to the Florida Crossroads in Education conference in 1996.