Nancy’s extensive background in business and financial services makes her uniquely qualified to oversee new account processing and provide support for our representatives. When working with our reps, she is always listening closely and asking questions in order to take care of any problems or issues that may arise.
Nancy has been in the brokerage business for over 45 years, previously serving as Operations Manager and Registered Rep for Quick & Reilly, Inc., as a trader on Cincinnati Stock Exchange for Weeden & Co., as a certified paralegal for Schwart Law Office, and as an Independent Broker and Commodity Broker for First Affiliated Securities, Inc.
Nancy earned a paralegal certificate from the College of Mt. St. Joseph and a Bachelor of Science degree in Social Work from the University of Cincinnati. She also has attained her Series 7, 9, and 10 licenses.
Outside of the office, Nancy enjoys gardening, reading, and watching baseball (Cincinnati Reds) and football (Cincinnati Bengals, Cincinnati Bearcats, Ohio State Buckeyes). Her life outside of work is controlled by her two rescues, a Dachshund Beagle mix named Punkin and a Miniature Doxle named Squirt, and she’s a huge fan of dogs in general.
What is your favorite quote or motto for life?
“To thine own self be true.” – William Shakespeare
What is the most unusual thing you have on your bucket list?
I’d love to travel around and attend all the Cincinnati Bengals away games in stadiums across the country.
What is something intriguing that many people may not know about you?
I am musically talented. I have perfect pitch, play piano (took lessons from age 5 through high school), and play the trumpet.