Nancie is a problem solving client advocate who takes a spirit of hospitality and assistance with her each day. She loves getting to interact on the phone with our clients and is crucial in the behind the scenes work on our team. Outside of the office, Nancie is very active and loves horseback riding and even rides competitively.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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