Nancy joined MAP Estate Planning as an Administrative Assistant in 2016. She is responsible for reception, client service and office management functions, including client requests for information, asset transfers, portfolio updates, processing of applications and account transfer paperwork. Prior to joining the firm, Nancy held client service roles at Edward Jones Investments, Ameriprise Financial and Chemical Bank.
Nancy received a Bachelor of Science degree in Business Management in 1988 from St. John's University College of Business Administration.