Nancy graduated from Sam Houston University with her Bachelor of Business Administration degree in 2008. Before joining the Baird Private Wealth Management team, Nancy specialized in trust and wealth management operations for over 8 years and served as vice president wealth management officer and operations officer for over 5 years.
Nancy is a 2011 graduate of Texas Bankers Association Trust School and completed the Graduate level in 2012. She received her Accredited Trust Operations Professional Certification I & II in 2016. She has managed the operations and administration of charitable remainder trust, special needs trust, irrevocable and revocable trusts along with Individual Retirement Accounts. Nancy has a combined sixteen plus years of experience in accounting, supervision, development, policy and procedure implementation and production, strategic planning, and auditing. While an active member of the Lake Jackson Business Association from 2016 – 2019, she served as the treasurer for two years.
Nancy and her husband, Chad, have four children and enjoy the adventure found in the great outdoors. When not busy chauffeuring around kids, you can find her working on design, painting or baking.