SUMMARY OF EXPERIENCE
Nancy joined the firm in 1996 and specializes in providing tax and strategic planning advice to closely held businesses and related individuals. She works with a variety of small and medium sized businesses primarily in the areas of real estate, medical practices, construction, manufacturing and distribution. She also focuses on individual taxation issues which include trust and estate planning.
Nancy is a member of the firm’s tax department and the Construction Client Service Team.
EDUCATION
Old Dominion University
- Bachelor of Science in Business Administration with a concentration in accounting
PrOFESSIONALCERTIFICATIONS
- Certified Public Accountant; Virginia
- Accredited Estate Planner
PROFESSIONAL AFFILIATIONS
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
- Tidewater Builders Association
- Hampton Roads Estate Planning Council
COMMUNITY INVOLVEMENT
- Hampton Roads Community Foundation - advisory board member
- Community Leadership Partners (Hampton Roads Community Foundation) - distribution committee member
- Old Dominion University Strome College of Business - advisory board member
- Greater Norfolk Corporation - board of directors
- Hampton Roads Estate Planning Council - board of directors
Awards
- Virginia Business “Super CPA”, multi-year honoree