Nancy Spalding

Nancy Spalding, CPA, MST Senior Manager, Tax

Nancy’s genuine care for clients is why they love working with her. She particularly enjoys seeing the relief in their eyes when she’s helped them understand the ramifications of the tax and financial moves they make — and how they can be empowered to put themselves in a better situation.

Location: St. Clair Shores Email: Phone: 586.541.7704

Credentials & Education

  • Certified Public Accountant (Michigan)
  • Master’s of Science in Taxation, Walsh College
  • B.S. in accounting and finance, Olivet College

Using her experience from working at regional firms and a national accounting firm, Nancy works primarily with high-net-worth individuals to shed light on complex issues such as taxes, income and short- and long-term personal finance. She advises on issues including Social Security and retirement and college planning to provide the tools to minimize taxes and maximize clients’ money.


  • Crossroads Farm (Board Member; Treasurer)
  • Macomb Christian Schools Board of Education (Board Member; Treasurer)
  • Michigan Association of CPAs
  • American Institute of CPAs
  • Walsh College Everett M. Hawley, Jr. Taxation Award for outstanding master’s degree student of the year
  • Accounting Aid Society (Volunteer)
  • Accounting Aid Society award for outstanding client service (four-time winner)
  • Former adjunct professor at Davenport College and White House intern under Jimmy Carter


Nancy and her husband live in Grosse Pointe Woods, Michigan, and have two grown children and one grandchild. She likes to cycle, read, cook, spend time with friends and family, and travel, including mission trips.