Nancy manages the practice's operations ensuring service excellence for our clients and partners. She is the group's lead service provider for all high-priority relationships, supervises CSA operations, educates clients on account services and oversees the new client transition process. Nancy is especially experienced in effectively communicating with clients, building trust in the process, leading to a positive, mutually satisfying outcome.
Nancy has worked with David Greenleigh & Brian Luts since 2003 and holds a bachelor’s degree in Business & Finance from Mount Saint Mary’s. She holds her Series 7, 31 & 66 securities licenses. She lives in North Potomac, MD, with her husband and two children.