SVP Numerica Financial Services* and Program Manager
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 — twice, once in 2013 and again in 2016! 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, 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 are particularly close to her heart. As the leader of Numerica's talented financial services team, available through CUSO Financial Services LP*, she is energized to prioritize solutions that bring peace of mind to individuals, families, and businesses in the Tri-Cities, Wenatchee, Spokane, and North Idaho.
Befitting her roots, Nancy enjoys golfing, hiking, bike riding, and fishing.
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.
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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com