Nancy grew up overseas due to her father’s international work. She learned and lived joyfully within the cultures, history, places, and perspectives of communities throughout Asia and the Pacific.
A favored pastime during those years was watching artisans transform raw materials to finely crafted product, then rapidly price and sell in a vibrant, competitive market – all under the same canopy. At a young age she learned to identify quality, value, and pricing.
Further inspiration came from her California State University finance and economics professors – how history, culture, and emotion drive financial decisions.
An internship with a regional financial firm in her college senior year launched her into the beloved career of the past forty years. Nancy later joined the predecessor firm A. G. Edwards in 1987 to serve, support, and educate individual investors, families, businesses, and non-profit institutions; to grow, manage, and transition wealth.
Nancy partnered with TSG in 2022, recognizing a kindred spirit with a “Client First” priority. The driving purpose of her work is to hold the client’s needs as forefront of every decision.
Outside of the office, Nancy enjoys time with family and friends, hiking, skiing, horse riding, attending theatre, jazz and opera performances, and traveling to discover the world.