Nan joined the IAA team in August 2019. Her primary responsibilities include front office support, vendor relationship and contract management, bookkeeping activities, supply inventory and equipment oversight, and providing administrative support to the IAA leadership team.
Nan has enjoyed a variety of roles in and out of the financial industry. Her diverse background includes experience in administrative support, new home sales, and even business ownership. She has served in a similar role for another RIA firm previously. Nan brings a high level of customer service professionalism to IAA along with a strong drive to enhance productivity and quality services.
Nan resides in Charlotte with her two senior-aged dogs, Jackson and Millie. When it’s time to relax, she enjoys hiking, traveling, Zumba, reading, and volunteering at the local animal shelter.