Worcester Office
Nancy joined Bartholomew & Company in 2006 after transitioning from a career in teaching. With 20 years of financial services experience, she works with clients to develop personalized financial plans and investment strategies aligned with their goals, priorities, and circumstances.
Nancy collaborates with individuals and families to help organize and integrate the various components of their financial lives. Recognizing that each client’s situation is unique, she takes a thoughtful and individualized approach, providing guidance and education throughout the planning process.
Nancy is a CERTIFIED FINANCIAL PLANNER® professional.* She holds the FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.
In addition, Nancy holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services and the Accredited Investment Fiduciary® (AIF®) designation from Fi360, reflecting training in investment fiduciary responsibility. She is also a licensed life, health, and variable insurance agent.
Nancy resides in Lakeville, Massachusetts, with her husband. Together, they raised two children who are now pursuing their next chapters in college and beyond. She enjoys the outdoors, photography, baking, and spending time with family. Nancy earned a Bachelor of Science in Education from the University of Georgia – Go Dawgs!