Nancy has more than 30 years of experience providing financial consulting, investment management and 税 planning services to corporate executives, 高净值个人, 基金会和养老金计划. 她加入了 施耐德唐斯财富管理顾问公司 (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal 金融 bet9平台游戏 practice until she was named CEO of SDWMA in 2017. In 2018, she was asked to become a 分享holder of Schneider Downs & Co.公司. 2023年底, 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.
作为高级财富顾问, 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 金融 bet9平台游戏 team. Additionally, she is the Chief Compliance Officer for SDWMA.
在加入SDWMA之前, Nancy spent many years as an Investment and 税 Advisor to 高净值个人 in a private firm in the 匹兹堡 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. -莱特州立大学会计学
M.S. -金融，财务规划学院
B.S. - 国际 Affairs, United States Air Force Academy
Member - American and Pennsylvania Institutes of Certified Public Accountants
Member - The 财务规划 Association
你有什么爱好/个人爱好吗?
My personal passion is to always continue to learn new things.
What was the best advice you've ever received?
永远不要害怕说出来.
你的榜样是谁?
我的母亲.
你童年的梦想是什么?
我的梦想一直是拥有一份事业. 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).
人们如果知道我...
我是台湾黑带.
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.
你的第一份工作是什么?
肯德基.
你有“座右铭”吗??
是积极的.
When you have an hour of free time, what do you like to do?
一边散步一边听一本好书.
你对年轻的专业人士有什么建议吗?
If you want to become the best in your field, challenge yourself to be better at your job every day.
拥有超过14年的经验， 马修·沃纳 is a 税 shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, 制造业, 技术, 和医疗.
