Professional Profile

Nancy manages the firm’s Trusts & Estates Tax practice. With over 20 years of tax preparation and planning experience, Nancy assists individual and corporate clients with tax planning and preparation, as well as with trust & estate tax preparation and planning. She also advises the firm’s wealth management clients on their overall financial planning, taking into consideration taxes, retirement, estate plans and cash flow planning. Nancy started her career in the audit and tax departments at Arthur Young and most recently comes from a regional firm headquartered in Westborough.

Nancy and her family reside in Acton, MA. She is the Finance Chair of a local church and volunteers as a server at Acton Community Supper. She enjoys singing as well as playing flute and piano.

Memberships

  • Estate & Business Planning Council of Worcester County , Member
  • Preacher’s Aid Society of New England , Board Member
  • St. Matthew’s United Methodist Church, Acton, MA , Finance Chair
  • Greater Boston Chapter of the Penn State Alumni Association (Former Chapter President) , Member
  • Financial Planning Association of Massachusetts , Member
  • Massachusetts Society of CPAs , Member

TESTIMONIALS