“I love helping our clients navigate through the obstacles and opportunities while they develop cutting edge ideas, and the progression of building wealth for themselves, maximizing it for their families and sharing it with their communities.”
Nancy is a partner in the firm’s Tax Practice, working primarily out of our Palo Alto office. She specializes in providing income and estate planning to high net worth individuals and closely held businesses. Her expertise also includes stock option planning and advising clients on tax efficient methods for diversification of their concentrated equity positions. She has over 30 years of public accounting experience.
- B.S. Santa Clara University
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Former member and past president of St. Gregory School Board