Client Service Associate

Nancy joined MCM in 2022. Prior to joining the firm, Nancy retired from RBC Wealth Management where she worked as a Senior Financial Associate and former Branch Service Manager. Before RBC, she worked as a bookkeeper at Jensen & Jensen, Inc., and as a Sales Assistant with Smith Barney in Washington, DC. Nancy is a member of the client service team and her primary responsibilities include client support, account management, and portfolio administration.

Nancy graduated Summa cum Laude with a Bachelor of Arts Degree in Business and Finance from University of Maryland College Park. She also holds a Maryland Life and Health Insurance License.