With 30 years in the industry, Nancy brings experience and knowledge to serving the needs of clients at TC Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™ professional and provides comprehensive financial planning and integrated investment strategies helping clients navigate life’s transitions, particularly regarding pre- and post-retirement planning. Nancy is a member of the Wealth Management Team and serves on the Investment Committee.
Nancy holds the Certified Divorce Financial Analyst designation and guides those whose lives have been upended by divorce and are looking to rebuild a rewarding and secure financial future. She holds the Chartered SRI Counselor™ (CSRIC) designation and is a frequent lecturer on SRI (Sustainable Responsible Investing), helping people learn how to invest intentionally to support their personal values and causes.
Nancy’s career began with a national brokerage firm and later joined Northern Trust where she helped develop their full-service brokerage platform. She spent time with other national bank wealth management groups and accrued over 25 years in the industry before joining Trust Company of Illinois. Nancy is a member of the Financial Planning Association and DuPage Estate Planning Council. She is a Master Gardener with the University of Illinois Extension program and serves on the board of the GardenWorks Project.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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