Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and part of Carver Financial Services leadership group, as well as Investment Committee. Nancy works closely with families to identify their goals and to develop a customized plan to reach them. Nancy joined the team in 1997, after working at the Federal Reserve Bank and Huntington National Bank. She has a bachelor’s degree in finance from Miami University. Nancy maintains a Series 7 license as well as a life, health and annuity license. She enjoys spending time outdoors and relaxing on the water with her husband, Steve, her sons, Jake and Sam, and their three dogs.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.