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Overview

With more than 20 years of experience in the legal field, Nancy is appreciated for her dedication to client service.

As part of the firm’s Private Wealth team, Nancy assists clients and supports attorneys with complex trust and estate matters. She prepares gift tax returns, estate tax returns, individual income tax returns and fiduciary income tax returns. Nancy also streamlines revocable and irrevocable trust funding and administration, as well as probate administration, including drafting of probate pleadings.

Nancy understands that estate and trust planning and administration can be sensitive and emotional for family members. She enjoys taking care of details in ways that make necessary processes less stressful. With her many years in the legal support field, she’s also appreciated as a frequent mentor and trainer.


Industry

Service

Education

  • B.S., Hickey College
    • Management
  • Associates Degree, Hickey College
    • Paralegal Studies

Professional Memberships and Certifications

  • Missouri Notary Public
Outside the Office

Nancy enjoys time with her friends and family.

Nancy and her husband like to travel. At home, the couple’s time is happily spent with friends or with their adult children. When the grandkids come to visit, it’s all about them.

Community Leadership

Nancy Serves on Saturdays.

Through her church, Nancy volunteers in a monthly Serve on Saturdays program. Her work involves welcoming and checking in co-volunteers. Together, they collaborate with the Five Acres Animal Shelter to walk adoptable dogs, clean kennel spaces and otherwise give back to the four-legged foster community.

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