“I believe in honesty, integrity and making clients my number one priority. My goal is to give them a heartfelt personal client experience by providing prompt and detailed service to the Client and their Advisor. At Willow Creek, we rely on the team approach and all work together to create the best possible service for our clients’ success. I personally thrive on going that extra mile for each and every client.”
JOIN DATE: 2003
Nancy is our key, “consider it done” client service specialist. She handles a variety of our clients’ account-maintenance transactions, including set-up, transfers, deposits, withdrawals and related activities. She serves as a helpful liaison between our advisors and their clients.
ON A PERSONAL NOTE: Nancy and her husband Chris have three children. She holds a third-degree black belt in Taekwondo, and enjoys running and playing soccer.