Nearly four decades ago, Nancy began her financial planning practice in rural York county. With a vision of helping families and businesses make confident financial decisions, she built her business from the ground up while raising two children.

As her family grew, so did her commitment to the community. She was actively involved in her children’s schools, contributed her time and leadership to civic and professional organizations, and established herself as a trusted resource for financial guidance.

Over the years, her practice expanded beyond McCool Junction. Today, she works out of Lincoln, Nebraska, serving clients locally, across 13 states, and across the country.

Her passion for serving clients has now become a family tradition. Her son, Erik, who began his career as her assistant, has since earned his licenses and officially joined the practice. With the same values, commitment, and ethics his mother instilled in him, Erik brings fresh perspective and energy to the firm. Through being an assistant, Erik provides additional value and ensures every client receives the highest level of care and attention.

Erik is as dedicated to his own family as he is to helping yours, or your business. Together, they carry forward a legacy of trust, integrity, and personalized service. The firm remains committed to guiding every client toward their financial goals, both today and for generations to come.