Nancy is Founder and CEO of our age-related service companies. Nancy is a Master’s level Social Workers, a Certified Life Care Manager, a National Master Guardian and, since 1989, a Certified Financial Planner®. For more than 25 years she has served the complex needs of seniors; guiding them, and those who love them, through the maze of care and decisions we face as we age. Her practice and expertise in healthcare navigation, managing finances and elder legal matters make her uniquely qualified to speak to many age-related topics. Nancy has founded several companies over the last 20 years.
During that time, she has also taught gerontology classes at the master’s level, often presented on age-related topics at conferences and served locally as President on several boards. She is currently a member of Aging Life Care Association™, as well as both the National and New Mexico Guardianship Association and is a board member for the New Mexico Estate Planning Council. Nancy’s passion is advocating for the best quality of life possible for seniors as well as their protection from abuse, neglect, and exploitation. In her own words, Nancy is a part of the “Boomer” generation that sees retirement as a time of doing more of what you want, love, and enjoy. For her, that continues to mean innovating new ideas and services to help others. Nancy also frequently visits her “Casita” in Vermont.