Nancy brings considerable experience to Potomac Financial, having worked in the financial services industry for over 30 years. Nancy’s clients benefit from her experience with a mutual fund company, an investment banking firm, and an institutional money management and securities brokerage firm.
Nancy has FINRA Series 7, 24, 63, and 65 registrations as well as life and health licenses in multiple states. She focuses on retirement planning, investment planning, and wealth transfer strategies for individuals and small businesses.
Nancy and her husband are long-time residents of Northern Virginia and have two children. She served multiple years on the Reston Rotary Board and is a past president. She also has taught financial literacy programs for the Pre-Retirement Educational Program of the Virginia Retirement System (VRS) and for counselors of the Virginia Cooperative Extension (VCE).