Nancy Conrad

Chief Operating Officer

Nancy has been with our organization for almost two decades. She possesses a wealth of knowledge and experience that only time brings.

Nancy is FINRA licensed Series 7 through Commonwealth Financial Network. She has over twenty years of total experience in the financial services industry, with in depth knowledge of the independent broker/dealer and investment advisory world and also the property and casualty business. Nancy spent many years as a Commercial Lines Underwriter Associate for the Aetna & Travelers Insurance Company.

Nancy currently oversees office operations, manages special projects and human resource functions. She also establishes and services our 401K and Profit Sharing Retirement plan accounts.

Nancy and her husband have lived in the Tri Valley area for over twenty years. In her spare time, she enjoys traveling abroad and around the United States.

Nancy's Profile

Phone 925 227 8858
Fax 925 227 8859