Nancy Nerti

Executive Assistant | Office Manager

Be fair, don’t judge people, be kind and always be helpful when needed. These are the things that Nancy strives for every day in life, and it’s these wonderful qualities that make her such a great part of our team. Her goal every day is to communicate and build trusting relationships with our clients to provide them with better assistance.

When Nancy learned how important the financial world is to people, she joined our team to learn about the needs of clients and help them plan for their future.

Nancy lives in Boardman, Ohio. She has five children and seven grandchildren to keep her busy with family time, one of her favorite ways to spend time. Away from the office, Nancy enjoys nice vacations, reading and working out.