Nancy is the Director of Advisor Transitions and Branch Operations Manager for INC Advisors. Since the firm’s inception in 2003, she has made significant contributions towards its growth and is an integral part of the INC Advisor’s continued success. With over 17 years of the brokerage and advisory industry experience, she is the principal facilitator of Advisor Onboarding to LPL and the INC Advisors network. She provides daily operational expertise to both advisors and their staff as well as direct and indirect support to clients, while dedicated to the highest standards of delivery and satisfaction. Nancy further coordinates the compliance of branch practices, policies and operational infrastructure with both LPL Policy and Regulatory Agencies. She holds her series 7 and 66 licenses with LPL Financial. A very active mom and wife, Nancy devotes her free time to her husband and 2 daughters, and her community.