SVP Numerica Financial Services and CFS 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! A 150-branch regional bank honored her as its "Leader of the Year." 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.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.