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Nancy brings considerable experience to Potomac Financial, having worked in the financial services industry for over 30 years. She received her CERTIFIED FINANCIAL PLANNER™ certification in 1996. 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.