Nancy brings a strong background in financial operations and client service to her role as New Business Associate. She joined the team after working at the Hauppauge branch of MassMutual, where she developed extensive experience supporting financial professionals and streamlining operational workflows. Her precision, follow-through, and ability to manage complex processes help ensure a seamless experience for both clients and advisors.

Earlier in her career, Nancy worked on the trading desk at Lehman Brothers, where she developed a fast-paced, accuracy-driven approach that continues to serve her well in her work today.

In her current role, Nancy is responsible for coordinating the implementation of financial strategies, managing all supporting documentation and confirmations, and ensuring client accounts are properly established and maintained. She plays a critical role in translating planning recommendations in actionable steps, helping the team deliver on its promise of comprehensive detail-oriented service.