Plan for tomorrow. Live for today.

CONNECT

Address:

115 Sullys Trail, Suite 8
Pittsford, NY 14534

Phone:

585-249-1550

Fax/Other:

585-249-1554

Hours: Mon-Thurs 8-4 Fri 8-12 After hours available by appointment

Nancy Kay

Nancy Kay

Chief Compliance Officer

Nancy has over twenty years of financial services experience in compliance and operations.  Formerly, Nancy was Chief Compliance Officer for a local independent broker-dealer and Registered Investment Advisor.  She maintains her compliance duties as Cross Staff Investments, Inc's Chief Compliance Officer but we're looking forward to her duties expanding beyond that role.  When Nancy is not in the office she is usually on a lacrosse field or basketball court watching her two sons play the sports they love.  She is an avid Syracuse University sports fan and when she is not involved in a sporting event you can find her walking her Goldendoodle or hiking with the entire family. 

Phone 585-249-1550
Fax 585-249-1554
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck