Nancy joined the firm in 2011, bringing with her a decade of experience in securities operations and trust administration. In 2020, she became Barbara’s business partner, and in 2025 took over the day-to-day operations of the firm.
Nancy is a graduate of the University of California, Davis, where she earned a bachelor’s degree in Economics. She is a Certified Financial Planner™ professional and holds the Series 7, 24, and 66 securities licenses, as well as California life insurance license #0H90809.
Nancy Chapin is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES. Member FINRA/SIPC. Foothill Financial Group and United Planners are not affiliated.
“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!”