Founding Partner, Brightworks Wealth Management

With more than 30 years of experience in financial and investment planning, Nancy brings a track record of executive leadership and innovation. She previously served as Regional CEO at Sagemark Consulting, part of Lincoln Financial Group, where she led a pivotal shift toward client-focused financial planning. Later, she headed national divisions at Lincoln Financial Distributors, including Small Corporate Retirement Plans and Executive Compensation.
 

In 2010, driven by a desire to help individuals create resilient financial futures, Nancy co-founded Brightworks Wealth Management. The firm delivers custom, comprehensive financial planning through its proprietary Brightpath™ process. Brightworks serves high-net-worth individuals and families, transitioning executives, and business owners with services spanning cash flow analysis, retirement sustainability, portfolio management, and legacy planning.
 

Nancy is a CERTIFIED FINANCIAL PLANNER®, a Chartered Financial Consultant (ChFC®), and a Chartered Retirement Plan Specialist® (CRPS®). She holds the Series 66, registration through Private Advisor Group, along with insurance and long-term care licenses. She’s also a former adjunct professor at Florida Tech and a graduate of the Leadership Howard County Class of 2012. Currently, Nancy serves on the Equal Business Opportunity Commission of Howard County, MD and is a founder and past Chair of the Howard County Estate Planning Council.

Nancy lives in Columbia, Maryland with her husband, Benjamin and their rescue dog, Max.