Background & Role
Nancy is responsible for the administration of personal trust accounts in our Brookfield, WI office. She has over 25 years of experience managing complex trust relationships including revocable, irrevocable, IRA, charitable, special needs, guardianship and endowment accounts.
Nancy’s background covers a wide range of trust experience from trust operations to both personal trust and corporate trust administration. This gives her a unique skill set which she applies to serving clients and their advisors with the highest level of personal and professional service.
• BBA, University of Wisconsin – Whitewater
• Associate Degree, Accounting, Waukesha County Technical College
• Cannon Financial Institute – Trust School (Honor Graduate)
• Certified Financial Planner™ – Waukesha County Technical College