For over 30 years, Nancy has guided individuals and families in building thoughtful, well-balanced financial plans designed to grow with them throughout their lives. From college savings and retirement planning to long-term care and strategic asset allocation, she offers clear, ongoing guidance tailored to each client’s evolving needs.
Nancy values a collaborative approach and is committed to honest, objective advice. She speaks with clarity, always treating her clients’ financial decisions with the same care and attention she would give her own.
“I truly enjoy supporting my clients’ financial well-being. By understanding their personal stories, I can help ensure their finances serve them—and their families—today and for generations to come.”
Nancy lives in Naperville with her husband, Phil, and their dog, Theo. Their two adult children and 3 grandchildren live in the Chicago and Michigan area. In her free time, she loves reading (usually two books at once), golfing, biking, practicing yoga and Pilates, traveling, and spending summer days on the beach in Michigan, savoring fresh garden meals. A former trustee of the Naperville Public Library Board, Nancy actively gives back to her community through volunteer work with Loaves & Fishes and Mutual Grounds.