Meet Nancy

Nancy is a certified Life Mastery Consultant and coach who encourages clients by helping them build a spending plan that meets their needs and to live a life that incorporates their values. As a retired Certified Public Accountant, she understands the nature of personal finance and helps others feel positive about their financial position and where it can take them.

Nancy’s background spans the range of work experiences, from working in a large corporate environment to supporting a family-owned small business to be both solvent and flourishing for the past 20 years. She sees budget development as a “team sport,” engaging all of the parties in the process, seeking ways to make available income (and debt) opportunities for long term success and personal achievement.

She is a lifelong resident of Maryland and moved to Frederick “temporarily” over 35 years ago. She is a graduate of Frostburg State University, a member of the Women’s Business Network, a certified Life Mastery Consultant, and a graduate of Financial Peace University. Nancy enjoys spending time with her extended family, including her husband Carl, kids James, Adam and Ashleigh, and the ‘best’ labradoodle in the entire world, Mocha Joy.