Nancy Lardner

Nancy Lardner is a CPA who has been with Calegari & Morris since 1981. She received a BS from Simmons College, in journalism and graphic design, and subsequently attended Golden Gate University.

For the most part, Nancy works with individual clients here at Calegari & Morris; a good number of whom also have trusts. Nancy pays close attention to her clients' tax and business affairs, calling frequently and keeping track of what's going in their lives: weddings, grandchildren, illnesses, concerns about children and aging parents—Nancy's up on all of it. Knowing what's important to her clients helps her help them with financial decisions.

Nancy Lardner is married and has two children. She fills her "off-duty" hours with reading, golfing, and kayaking. She likes to travel and spend time with friends.

Nancy Lardner on Calegari & Morris:

"Calegari & Morris has greatly expanded my responsibilities over the years. Now, I'm able to provide end-to-end service to my clients and have close relationships with many. I've been told that I provide 'outrageously good service.' Taking care of my clients is the most rewarding part of my job!"