Nancy Chapin CFP®
Client Services Manager
Nancy joined the firm as the Client Services Manager in 2011. She brought with her 10 years’ experience in the financial services field, with a background in securities operations and trust administration. Nancy is a graduate of UC Davis with a bachelor’s degree in Economics and holds the Series 7, 66 and California life insurance license #0H90809. She completed coursework for the Certified Financial Planner™ program through The American College, and earned the CFP® designation in 2016.
“I love cooking, and especially baking. One of my great joys is to cook a special meal or treat for family and friends. We are so fortunate here in Sonoma County to have access to fresh ingredients. My specialty is lemon bars, using fresh lemon juice from my backyard!”