Bio

Award-winning leadership is a central theme of Nancy's wealth management career. Bank Investment Consulting Magazine named her one the country’s top program managers — in 2016 and an honorable mention in 2013! A 150-branch regional bank honored her as its "Leader of the Year" in 2013. She served on a national industry advisory board. She is a recognized speaker and subject-matter expert.

At Numerica Financial Services, Nancy is all those things plus one: Home. She is part of a family that traces seven generations in Coeur d’Alene. In addition to her degree from Oregon State University, leadership posts in western Washington added to her breadth of experience. But the communities served by Numerica Financial Services are particularly close to her heart. As the leader of the Numerica Financial Services team, available through Cetera Investment Services, she is energized to prioritize solutions that help individuals, families, and businesses in the Tri-Cities, Wenatchee, Spokane, and North Idaho.

Befitting her roots, Nancy enjoys golfing, hiking, bike riding, and fishing.