Nancy Marie Mele, Business Operations Manager

 

 

Nancy manages all aspects of day-to-day operations of the firm and works to provide a comfortable, welcoming office environment for our clients, friends and staff. She manages and ensures the accuracy of the firm business policies, vendor selections and contracts, internal bookkeeping procedures, as well as new technology implementation. Nancy works with Linda Boone in her capacity as a Chief Compliance Officer, to ensure the firm maintains compliance with rules and regulations set by federal and state regulatory agencies.

 

When Nancy joined The Lubitz Financial Group in 2006, she brought with her varied work experience from a “big eight” accounting firm, public relations firm and ten years in the airline industry. Nancy is a graduate of Western Illinois University. She is a member of the Financial Planning Association of Miami Dade and is an active member of the local community. Nancy enjoys spending time with her three grown daughters, three grandchildren and loves the beach and water life on Key Biscayne.‚Äč