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Associates of Nancy A. Socha & Associates, LLC
Nancy A. Socha
President
Nancy A. Socha started the firm that became Nancy A. Socha & Associates, LLC in 1983. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Planner and holds an insurance license in New York. In addition to helping her clients with their financial planning and investment management needs, she serves as the firm’s chief compliance officer. Nancy earned a bachelor of science degree in 1977 from the University of Massachusetts Amherst and a master’s degree in financial planning at the College for Financial Planning/University of Colorado.
Louis S. Socha, Jr.
Vice President
In conjunction with Nancy, Lou is responsible for investment research and operations. His lifelong passion for investing, rigorous analytical skills, and engineering background provide a solid foundation to manage the investment and operations activities of the firm. Lou joined the firm in 1998 after spending 22 years as a mechanical engineer in research and development at Corning Incorporated. He holds a dozen patents and has authored numerous technical publications. Lou holds a Series 65 registration and earned his bachelor’s degree and master’s degree in mechanical engineering at the University of Massachusetts Amherst.
Michelle L. Socha
Financial Planner
Michelle joined the firm in 2008 after working in New York City as a retail analyst with Ross Stores. She works with our clients to serve their financial planning, investment, insurance, and tax needs. Michelle holds her New York State insurance license and earned a bachelor of science degree in business and merchandising from Syracuse University in 2006.
Operations Staff
Our operations staff is a critical part of our organization. With a mission to provide you with excellent service, each member of our team strives to ensure that all areas of the firm work together seamlessly.
Meggan Driscoll, our manager of operations and liaison with Charles Schwab Institutional, handles all aspects of investment account operations, account activities, and business operations. She holds a bachelor’s degree in business administration from Mansfield University.
Linda Duquette, maintains all of our investment advisory systems. She holds a bachelor’s degree in English from Assumption College.
Linda Knickerbocker is our receptionist and is responsible for handling all our clients’ distribution requests. She earned an associate’s degree from Corning Community college.
Shana Jones is a CERTIFIED PARAPLANNER™ and provides administrative support. She earned an associate’s degree from Corning Community College.
Katrina Mortimer helps our staff and clients with administrative support. She is attending Mansfield University.
Lily is Nancy’s Yorkshire terrier and the firm’s official client greeter.
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