Whether it’s indoors or out, Nancy’s got a knack for design. She enjoys the challenge of decorating a room, as each space is unique…just like she enjoys the challenge of taking on a client’s specific need. Nancy knows how to take pieces of the puzzle and bring it all together to make a complete, holistic solution.
Nancy has over 20 years experience in the insurance and benefits industry. Nancy specializes in the development, implementation and administration of non-qualified executive benefit plans. Such plans include deferred compensation, supplemental retirement, pension restoration, split-dollar, disability, long-term care and compensation and bonus plans for executives.
As clients well know, Nancy strives to provide solutions for her clients. She enjoys designing and administering Executive Benefit Plans that help clients attract, retain and reward talented executives. Nancy knows that staying on top of challenges in the industry helps to keep clients informed and her relationship with M Financial Group provides her team with numerous resources to offer solutions to clients’ needs. Nancy and her staff take a proactive approach when meeting their clients’ needs and they are there every step of the way—from communicating a new plan to complex reporting and compliance procedures, clients can depend on Nancy and her team!
Nancy knows that SilverStone Group works hard for their clients, which has resulted in many clients requesting information, advice and referrals for services in other areas of the firm, further strengthening client relationships.
Nancy is a member of several professional associations, including the Omaha Chapter of the Society of Financial Service Professionals. She loves to spend time with family and friends, travel, explore and spend time outdoors. During the winter months, you can find Nancy working on home improvement projects, as one of her true passions is interior design—selecting and mixing colors, fabrics, woods, finding the perfect furniture, light fixtures, area rugs and accessories to pull a room together and make it inviting and cozy.
e-mail: firstname.lastname@example.org | phone: 402.964.5438 | fax: 402.963.4082
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Health Insurance Associate (HIA)
University of Nebraska-Omaha | Omaha, NE