FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals.
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.
CA Insurance License Number: 0A55102. Resident State: CA.
PLEASE NOTE: By clicking on this link, you will leave the TSG Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with TSG Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do TSG Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note TSG Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from TSG Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.