Nancy joined Baker Street Advisors in 2018. At Baker Street, Nancy is primarily responsible for providing comprehensive financial planning and investment advisory services to our high net-worth families.
Prior to Baker Street, Nancy spent three years at Charles Schwab and two years at Fisher Investments working with high net worth families, corporate executives and foundations in the areas of financial planning and investment advisory services. She began her career as a Corporate Finance Analyst at Credit Suisse, structuring debt transactions and managing Corporate relationships.
Nancy is a CFP® professional and holds a B.S. in Business Management and Finance from North Carolina State University. She is a member of the FPA San Francisco.