Meet Nancy,
President, Program Manager Numerica Financial Services*
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 Servicesteam, 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.
The Top 20 Program Managers - 2013 (honorable mention) & 2016 issued by Financial Planning magazine (formerly Bank Investment Consultant magazine). Recognizes the most successful banks and credit union managers in several criteria: number of advisors, team assets under management, team production, percentage growth in team AUM, and percentage growth in team production per advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient or in connection with obtaining or using the third-party rating or award.
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Form CRS and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.