Bio

Nancy Brooks is a Client Services Associate with a clear understanding of financial planning, administrative management, and client support. 

Nancy spent 25 years in the travel industry, where she developed a strong foundation in customer service and operational coordination. She later served for 12 years as a Grant Administrator in state government, overseeing program compliance, reporting, and statewide funding processes. For the past 4 years, she has worked in the financial industry, supporting advisors and clients with a high level of precision and professionalism.

With decades of professional experience, Nancy is known for her reliability, attention to detail, and commitment to delivering exceptional service to clients and teams alike. Nancy brings integrity and consistency to every client interaction. She takes pride in creating smooth, efficient processes and delivering a positive experience for every client she serves.