Nancy Thomsen, MBA, CFP®

Nancy serves as a Partner and Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Nancy offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Nancy was a financial planning advisor for an investment advisory firm.

Nancy earned her Bachelor of Arts degree from Doane University, where she graduated summa cum laude, and her Master of Business Administration degree from the University of Kansas. She is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Outside the office, Nancy enjoys traveling, swimming and spending time with her husband and children. She served as the co-chair of her church’s investment committee and was previously a board chair of the Parkinson’s Foundation Heartland Chapter.