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As Chief Operations Officer, she is responsible for corporate operational activity as well as giving leadership to all service providers. Her role is to be certain that each client is treated as our only client. Her work with clients coordinates the firm’s integrated wealth and fiduciary advisory strategies for high net worth individuals, families, and foundations. Her work involves giving leadership to the analyzing and solving of the many complex financial issues related to meeting the economic objectives and fiduciary responsibilities regarding investment planning.
Prior to joining Paul Comstock Partners, Nancy was a personal financial advisor responsible for providing clients with financial planning services, including the creation of customized financial plans. In preparing plans, Ms. Savoie thoroughly assessed clients’ current financial position, retirement goals, income tax position, needs regarding estate preservation, and risk protection, as well as other client-specific goals. After developing and offering clients specific financial recommendations and implementing such recommendations, Ms. Savoie also managed client investment portfolios.
Prior to her work in the financial advisory field, Ms. Savoie was engaged in corporate financial planning and was responsible for economic planning, financial planning, and budget analysis for project development in North and South America.
Nancy holds a Bachelor of Arts degree in Psychology from the University of Houston and a Master of Business Administration degree from The University of Texas.