“We plan for one family at a time. Not with pie charts and investment models, but with portfolios built just for them.”
Nancy has worked with Tammie and Johnny for 20 years. Together, they have developed a deeply-rooted commitment to personal service.
In her role as Investment Officer, Nancy is meticulously dedicated to every detail of her clients’ needs. And she takes the time to know her clients, not just their portfolios and transactions. “Clients are like our family members. To that end, Nancy ensures that each client is kept in the loop with every order of business – and what’s more, makes sure they understand every transaction.
Outside of WealthPlus, Nancy is also very committed to her church and mission work. She also spends as much time as possible with her grandchildren.
Registrations held through LPL Financial:
Series 7 - 2002
Series 66 - 2002