Magnolia Financial Planning Your Financial Experts

About Nancy

Born and raised in a remote gold mining town in Canada, I learned early on the value of hard work, resilience, and community. After graduating from university in Canada, life took an unexpected—but welcome—turn when I joined an airline’s pension committee. That experience sparked a lasting interest in personal finance and planning for the future.

With encouragement from colleagues and a growing curiosity about how people build financial security, I pursued and earned my Certified Financial Planner™ designation while launching my own financial planning practice. Nine years later, my husband—my high school sweetheart—and I moved our family to the United States. What was originally intended to be a short stay became permanent, and more than 20 years later, I’m still here!

Today, I am an independent financial advisor dedicated to helping clients navigate the journey from saving to spending with clarity and confidence. Whether you’re preparing for retirement, managing a life transition, or simply seeking peace of mind about your financial future, I’m here to guide you—with passion, experience, and a deeply personal understanding of what financial well-being truly means.