In 2007 Nancy went through a less-than optimal divorce and became inspired to provide financial support to those faced with the same challenges. She left Schwab in 2011 and started her second company, Smarter Divorce Solutions, to specialize in the financial intricacies of divorce.
"Divorce happens but it does not have to be slash and burn devastation. I help couples put closure on their relationships with honor and respect providing financial guidance to ensure that their settlements are structured so that BOTH parties get to keep more of their own money!"
In 2014 Nancy began teaching and training financial advisors all over the country. She is an expert on how to have similar niche businesses and founded The Divorce Financial Planner Training Center.
Having been in the industry for over 20 years, Nancy believes strongly that it's time for a change in financial services. It's no longer about product, commissions, charts, graphs, and overwhelm. It's about people, connection and trusted guidance and partnership.
Nancy is passionate about lifelong learning and holds the following credentials: AWMA Accredited Wealth Management Advisor, CMFC Certified Mutual Fund Counselor, AAMS Accredited Asset Management Specialist, CDFA Certified Divorce Financial Analyst, and MAFF Master Analyst in Financial Forensics. She is series 65 licensed and was previously licensed as a Series 7, 9, and 10.