Nancy serves as the Director of Projects for Summit Financial Group, where she leads strategic initiatives aimed at enhancing operational efficiency, optimizing technology, and strengthening team collaboration—all with the goal of supporting exceptional client service. Since joining Summit in 2023, Nancy has leveraged her 20 years of experience in operations across a broad range of industries—from small companies to large corporations.
Originally from a small rural town in Iowa, Nancy discovered her love for the Bay Area during a vacation and made it her home. She holds a degree in industrial engineering from Northwestern University.
Nancy and her husband, Jim, reside in Livermore and have two adult sons. An avid lover of the outdoors, they enjoy skiing, snowboarding, hiking, backpacking, and mountain biking—always on the lookout for their next adventure.
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583.