Nancy Nelson

Nancy joined the team in April of 2008 as administrative assistant to Greg's business partner, Tony Trevino. With Tony's passing in 2015, she now serves all clients of the practice as a valued member of our Client Services Team. Prior to joining our team, Nancy worked for a local third party administrator specializing in retirement plan administration.

Originally from the Chicago area, Nancy received her B.A. in English from Northern Illinois University. She has lived and worked as an administrative assistant in Northern California for over 30 years.  She and her husband, Ray, live in Modesto where they enjoy spending time with family and friends.  

*This award is based only on sales generated by advisors.