Nancy is a graduate of the University of South Carolina and earned her Masters in Healthcare Administration. She has worked in
the public health sector, health care industry, and academia. Her diverse work experience enhances our mission by focusing on your primary needs and helps develop a starting point for your future financial goals. Committed to providing excellent customer service, Nancy applies her personal experience and professional knowledge towards helping our clients achieve success. Aside from her dedication to client financial services, Nancy enjoys spending time with her husband, Eddie, and loves to hike, swim, and garden.
Community
- Guardian Ad Litem Volunteer
- Richland County Library Volunteer
Contact Nancy for help with:
- General planning or insurance related questions
- Insurance underwriting status questions
- Account billing questions