Nancy is a life-long resident of Cleveland, Ohio, where she resides with her husband and two children. She earned her B.S. from Ohio University in 1985 and her MBA in Finance from Cleveland State University in 1988. She has been in the financial services field since 1988 and has spent much of her career focusing on retirement planning, wealth transfer and business continuation. Highlights of her earlier career include developing a financial education program for the Center for Health Affairs, which was used for employees in the healthcare, for-profit and non-profits including such well-known employers as The Cleveland Metroparks, Moen Inc, and Cleveland Orchestra.
Nancy then worked with Blue Line Financial Services, a division of Cleveland Police Credit Union, developing financial planning divisions for CPCU and several area credit unions. In 2004, she formed Heritage Consulting Group along with a partner who brought years of experience in healthcare with him to the partnership. As a result, has spent the last 16 years advising the healthsharing world, and creating unique products suited for their members. Nancy has held her Series & and Investment Advisor Representative designations in the past, and is currently licensed for life, health, annuity, property and casualty. She is proficient at finding the best ways to help people pay for medical bills, save for those expenses, save on prescription medications and more
Nancy’s passion is in helping individuals to become better consumers, allowing them to avoid being taken advantage of. She teaches them methods of maintaining and improving their health while preserving their wealth.
Nancy spends her free time horseback riding, traveling, gardening, hiking and volunteering for a local shelter.