Nancy has more than 30 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans. She joined Schneider Downs Wealth Management Advisors (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal Financial Services practice until she was named CEO of SDWMA in 2017. In 2018, she was asked to become a Shareholder of Schneider Downs & Co., Inc. At the end of 2023, she decided to transfer the role of CEO to our Managing Partner, Derek Eichelberger so that she could focus on clients and mentoring her team of advisors.
As a Senior Wealth Advisor, Nancy is actively involved in her client relationships, investment strategies and is a voting member of the firm’s Investment Committee. Nancy also oversees the development and training of the advisory team for the Personal Financial Services team. Additionally, she is the Chief Compliance Officer for SDWMA.
Prior to joining SDWMA, Nancy spent many years as an Investment and Tax Advisor to high-net-worth individuals in a private firm in the Pittsburgh area. She began her career in finance and accounting at Deloitte & Touche after separating from the United States Air Force at the rank of Captain.
M.B.A. - Accounting, Wright State University
M.S. - Finance, College for Financial Planning
B.S. - International Affairs, United States Air Force Academy
Member - American and Pennsylvania Institutes of Certified Public Accountants
Member - The Financial Planning Association
Do you have a hobby/personal passion?
My personal passion is to always continue to learn new things.
What was the best advice you've ever received?
Never be afraid to speak up.
Who is your role model?
My mother.
What was your childhood dream?
My dream was always to have a career. While the dream changed from doctor to lawyer to Air Force Officer, I always knew I wanted to be financially self-sufficient.
If you could go back in time, what advice would you give your college self?
You should have purchased acres and acres of land near Colorado Springs (when it was still available).
People would be surprised to know that I...
I have a black belt in Tai-Kwan-Do.
What is the best or most interesting thing about your career?
I love helping people become more secure in their financial decisions and long-term plans.
What was your first job?
Kentucky Fried Chicken.
Do you have a "motto"?
Be positive.
When you have an hour of free time, what do you like to do?
Take a walk while listening to a great book.
Do you have advice for young professionals?
If you want to become the best in your field, challenge yourself to be better at your job every day.
Shareholder Staci Brogan has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
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