Wealth Manager, Partner
Nancy serves as a Wealth Manager, working closely with her clients to create and implement customized financial plans. This includes investment management, retirement planning, tax and estate planning, risk management, education planning, and charitable giving.
With 20 years of experience in the financial services industry, Nancy offers a comprehensive approach that allows clients to feel secure in their financial matters and enjoy the other aspects of their lives.
Nancy graduated summa cum laude from Doane University where she earned her bachelor’s degree. She earned her Master’s in 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 of the office, Nancy serves as the co-chair of her church’s investment committee and is a past board chair of the Parkinson’s Foundation – Heartland Chapter. She enjoys traveling, swimming, and spending time with her husband and children.
*See all Creative Planning disclosures and sources.