Nancy joined ProVise in March 2000 and brings strong financial management and accounting skills to our team of professionals. She provides her clients with a “hands-on” personal financial planning experience. Prior to her career at ProVise, she was a shareholder and Controller for a privately held company in Northern California responsible for accounting, claims, and customer service.
Nancy is a member of the Financial Planning Association of Tampa Bay and served on the Board of Directors for over five years. She is a member of the North Carolina Certified Public Accountants. For the past eight years, Nancy has served on the Board for Directions for Living, a non-profit organization serving children who are victims of abuse or neglect, and children and adults living with severe or persistent mental illness. She also serves on the Board for the Homeless Empowerment Program (HEP) and is an ex-officio Board member for the Morton Plant Mease Health Care Foundation. Additionally, Nancy is active in other planning and charitable organizations such as Women in Philanthropy, Pinellas County Estate Planning Council, and the Morton Plant Mease Health Care Foundation Planned Giving Advisory Council.
Nancy lives in Tarpon Springs with her husband, Bob. They have three daughters and four granddaughters. Nancy and Bob enjoy traveling, playing golf, and riding bikes.
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