A native Chicagoan, Nancy earned her Bachelor of Arts degrees in business management with a double major in finance and economics from Loyola/Mundelein College in Chicago.
She has earned designations as a Certified Financial PlannerTM, Chartered Life Underwriter®, and Chartered Financial Consultant®.
- CFP® – Certified Financial Planner™, conferred by the College of Financial Planning Denver, Colorado, 1983. The focus of this curriculum was Investment and Tax Planning.
- CLU®- Chartered Life Underwriter®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Insurance and Estate Planning.
- ChFC® – Chartered Financial Consultant®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Comprehensive Financial and Estate Planning.
Nancy is a member of Woman’s Worth. We specialize in working with women. We understand the emotional and even the physical health issues that women face when dealing with finances. We offer a complete range of Retirement Lifestyle Protection Planning® services customized for women, by women.
A well-respected speaker, Nancy has designed and presented original retirement and estate planning seminars for Fortune 500 companies. She also does employee educational presentations on allocating their 401(k) and other employee benefits.
Nancy is actively engaged in continuing education in the financial planning industry in order to stay informed on industry best practices and is a proud member of the DuPage Estate Planning Council. She is a member of the exclusive Ed Slott’s Master Elite IRA Advisor GroupTM.
Nancy is a member of The Society for Financial Awareness , a 501(c)(3) non-profit organization with a nationwide reach dedicated to providing financial education across America, one community at a time. Through SOFA, Nancy speaks on a variety of financial tops to professional organizations, employer groups, and social clubs, to name a few.
Often recognized as a top financial professional in the industry for her knowledge and extensive career, Nancy has been featured in The Washington Post, Chicago Sun-Times, USA Today and Senior Market Advisor magazine. She has appeared on the ABC 7 News Morning Show, WTTW’s “Chicago Tonight”, WGN’s “People to People”, CNBC, FOX News national and local, as well as many local TV news programs. She has also been quoted in Fox Business, Kiplinger’s Personal Finance magazine, Woman’s Day magazine, the Los Angeles Times, the Chicago Tribune, the Daily Herald and various other publications.
Nancy is a licensed agent for the sales of life, disability, medical and long-term care insurance, as well as fixed and fixed-index annuities.
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