Nancy joined the Crux Wealth Advisors team in 2021 at our Long Beach headquarters as the Marketing Coordinator. Her position is critical to our team to create clear and engaging content that is communicated with our clients and communities. 

Nancy works with various team members to develop a comprehensive marketing strategy that effectively connects our organization with our clients and ensures that we meet vital goals. She also focuses on writing the content for various forms of communication, such as for our social media channels. Nancy has a passion for conducting research, creating, and executing plans. She continually stays on top of ever-changing trends in the marketing industry which can be applied to financial services. Her detailed and organized nature allows her to respond and create effective solutions at a moment’s notice. 

Before joining our team, Nancy gained more than ten years of valuable marketing experience through her work in media relations, external communications, social media, community investment, marketing/promotion, and government relations. In addition to her broad skill set, she is also a bilingual communications professional. Nancy has held roles as a Community Relations Field Deputy with the Orange County District Attorney’s Office, an External Relations Advisor with Shell Oil Company, and a Public Affairs Administrative Assistant with Phillips 66 Los Angeles Refinery. Throughout her experiences, she has enjoyed providing transparency and information to give each unique audience a better understanding of the industry and avoid misconceptions. Nancy graduated from California State University, Dominguez Hills, with a Bachelor of Science degree in Business Administration, Marketing.