Nancy joined Topel & DiStasi as a Wealth Manager in 2019. She came to us with over 25 years of financial services experience, most recently serving as DeYoe Wealth Management’s Team Leader for over a decade. Her industry experience includes turns at Thornburg Investment Management, Van Kasper, Smith Barney, Dean Witter, and North Point Advisors – a San Francisco M&A firm she helped establish in 2004. She is also a California Licensed Insurance Agent. Nancy particularly enjoys helping women, recent retirees, and multi-generational families realize their long-term financial goals through thoughtful financial planning and behavioral investment ad