Sr. Wealth Advisor
Nancy began her career in the financial services industry in 2008 at a fee-only financial planning firm. She gained a deep commitment to the fiduciary standard in delivering comprehensive investment management and financial planning services. Nancy loves helping clients identify and quantify their life goals, understand and implement a sound financial plan and, ultimately, achieve Economic Freedom. Prior to Mercer Advisors, she worked for BlueSky Wealth Advisors, H&R Block and Aetna Life & Casualty. During tax season, Nancy is a volunteer tax preparer with the City of Fremont’s VITA program. For fun, she enjoys cycling, gardening and hanging out with her husband and two sons.