326 Admiral Way, Suite 200, Edmonds, WA, 98020
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Nancy serves as a Board Trustee for Smead Funds Trust, an open-end management investment company, since 2014. She dedicates minimal time to fund governance and shareholder protection.