Nancy L. Tani, CFP®, J.D., MBA

Financial Advisor
Nancy brings 25 years of experience in finance (corporate, public and personal) and law (corporate and estate planning) to Fieldstone Financial. Since 2010 she was a principal in a financial planning and investment management firm that merged with another fee-only firm in late 2015. As a member of Fieldstone Financial’s collaborative team of advisors, Nancy brings with her a unique skill set that complements the other advisors, and it is matched by a passion to engage her clients and help them reach their financial goals.
info@fieldstonefinancial.com
(800) 888-5164