President/Clinical Director


Nancy is a licensed clinical social worker, a certified care manager, a National Master Guardian and since 1989, a Certified Financial Planner®. She spent a decade as an independent financial advisor before obtaining a master’s in social work. Nancy founded and continues to work with three age-related companies over the last 20 years. She has taught gerontology classes at the master’s level, presented often on age-related topics at conferences, and has served as an officer and member of several boards.

She is currently president of the New Mexico Estate Planning Council as well as past-president and board member of the New Mexico Guardianship Association. Nancy is also a member of the Aging Life Care Association™ and the National Guardianship Association.

Nancy is a part of that Boomer group that sees retirement as a time of doing more of what you want and love and enjoy. For her, that continues to mean innovating new ideas and services to help others.