Nancy’s career began as a registered nurse specializing in critical care units (ICU and PACU). After five years in nursing, she was offered an opportunity to work as a manager for Aetna in the field of retirement planning. In addition to the designations listed above, she also held the following securities licenses: Series 6, 7, 24, 26 and 63.
She has 25 years of financial services experience including strategic business planning, marketing, sales management and retirement planning. As the Vice President and Executive Director for Lincoln Financial Group, she managed Regional Managers and Registered Representatives in 14 states. In addition, she managed $4.5 billion in assets, $440 million in cash flow and 165 thousand retirement plan customers.
Nancy received recognition in two publications (Plan Sponsor Magazine and Defined Contribution News). She was subsequently recruited by Met Life to become a Divisional Marketing Director responsible for all retirement sales and marketing in the western United States. She retired in 2010 and enjoys golfing, reading, gardening and traveling.