Bringing Order to Life’s Transitions


“Dear Nancy:

Just a note to thank you for all you (and Jill and Katie, too!) have done for me personally over the past 8 years. Besides your professional advice in handling Mom and Dad’s estate, I appreciate your help during my day-to-day challenges of caring for Mom while she was still in her house. Sometimes it was enough just to know you were there and were accessible to me. Carol and I have said many times how fortunate we were that John suggested your services to Dad before he passed a week later–what was a difficult time would have been a nightmare without you!

So, with the conclusion of the estate’s management, we are at the end of an era.  Thanks for everything, Nancy!”

Daughter of Client

“Dear Nancy:

I just want to let you know how very grateful I am for your financial and emotional support for so many years. Before my mom passed, she spoke of you with fondness and trust. She was willing to let go of some of her control and turn it over to you. She trusted your judgment and was willing to listen to your advice and suggestions. You gave her peace of mind. For that I am grateful! Thank you for helping me feel safe and secure all these years. I wish you all the best!”

Beneficiary Client

“Dear Nancy,

When I was living out of state and my aunt lived in Baja, we both had many questions about how things were being handled regarding my Mother’s affairs.  After I moved to San Diego to care for my Mom, I arranged a family meeting to discuss her health, activities and finances.  Six months later….a second family meeting.  I still knew so little about her properties and assets.  My aunt quietly, but reluctantly, attended with my brother and sister.  What I am trying to say is that we were unsuccessful.  Thank you tremendously for getting involved with my Mother’s affairs.  Thank you for getting rid of all those northern properties that were a financial disaster.  My Mom had said multiple times she wanted to get rid of them.  Thank you for putting ‘things in order”.

Daughter of Client

“We have said it before and it has held true to the end – you have taken care of mom and in turn taken care of us throughout this season in ways both great and small.  We are forever grateful to have had you walking along side us.  Thank you for your wisdom, your steadfastness and your heart.”

With love and gratitude,”

C, C & M

My apologies for the delayed response – I’m deployed overseas right now. On the one hand, it is a relief to have my dad’s affairs finally be at the point where we can even contemplate a final invoice. On the other hand, it is almost bittersweet at another level to consider that idea given how much you have helped our family over the past several years. There are not adequate words to express our gratitude for everything that you’ve done other than to say that it simply would not have been possible for us to be where we are today without you. You and your team have been absolutely phenomenal at every step of the way. I think that I can speak for my brothers as well when I say that if you ever have need for a reference, we would be more than happy to share how invaluable you’ve been. Thank you for your consummate professionalism, your exceptional dedication, and your genuine compassion. It has been a pleasure to work with you.”

Michael O., MD, FAAFP, LTC, MC, FS Surgeon 1st Special Forces Group (Airborne)
I just wanted to thank you for taking care of things for and with my Aunt…..I appreciate having someone that can be objective handling things right now…..I feel better knowing someone is looking after all the details. Thank you.”
Client’s Out-Of-Town Niece
Nancy began assisting my mother-in-law when her late husband passed away. He handled everything for her during his life. On his passing, she needed a helping hand in all matters. Nancy has been an empathetic soul and has been instrumental in building a feeling of security for her in a very scary time. Nancy is very skilled with people and very caring. I am sure she does well with all clients in this situation. I give Nancy my very highest recommendation both as a person and a fiduciary. She does these things very well and she remains a trusted friend of the family.”
Client’s Son-In-Law
I can recommend Nancy Thornton professionally, morally and ethically. Her business practices are of the highest ethical and professional caliber and she proves repeatedly her ability to negotiate difficult personality differences in addition to business issues.”
- Alan J. Talbott, Esq.
Trust and Estate Attorney, San Diego, CA
Nancy’s accountings were impeccable and her work was always done on time in a clear and professional manner. It is rare that I see a CPA being willing to serve as a Trustee who is as experienced as Nancy is in finance and trust matters. I plan to use Nancy as a personal Trustee for my clients whenever the need arises.”
- Eric A. Ashton, Esq.
Edwards, Ashton & Gin, LLP
Nancy can be trusted to manage multi-million dollar budgets, and remember a secretary’s birthday. She embodies a rare combination of financial and business acumen on the one hand, and strong interpersonal skills on the other hand. Whenever Nancy does have to make a tough decision, she carries it out with sensitivity and diplomacy.”
- Lawrence W. Shea II, Esq
CEO and Managing Shareholder
Shea Stokes & Carter, San Diego, CA
“Nancy brings warmth, resolve, and competence to challenging situations. Through many years of working with executives, I can’t recall a leader who excelled at being a CFO and Executive Director with such dedication and determination. Nancy’s integrity and professionalism are unparalleled. She is an invaluable resource to her clients.”
- Leah Swearingen, APR, Swearingen Communications
“Her professional experience is broad and deep. She has served as CFO for a multiple-office regional firm with national clients and as Executive Director of prestigious, national law firms with international clients. Her warm personal style fosters authentic, long-term relationships.”
“I spoke to my Mom last night. For the first time she sounded a little more like her old self again – due in large part to your presence there yesterday and the peace of mind it brought.”