About me
Nancy has been the CEO/Principal/CCO at Arrivity since 2013 and obtained her CFP® certification in 2012. The firm is located in Seattle, Washington and currently includes 8 team members who serve about 400 clients each year. We are an hourly-only firm working developing initial plans, plan updates and annual reviews for all types of clients. When Nancy’s not in the office crunching numbers for clients or engineering new tools for the firm, she’s trying to stay in shape to climb Colorado’s 14,000-foot peaks. It’s a lifelong goal to climb all 54 and to date she’s stood on the summit of 38.
