Nancy is a Client Service Manager for the Trust Services group at First National Bank Wealth Management. She is responsible for the administration of trusts, estates, conservatorships, agencies and investment management accounts. Her client segment includes high net worth individuals who require investment and trust services.
Nancy joined First National Bank in 1999 and has served in various roles within the trust services group including administration, compliance and internal audit.
Nancy earned her Bachelor of Science degree in Business Administration in Finance and Banking from the University of Nebraska at Omaha and graduated with honors from the ABA Graduate Trust School. Nancy currently holds the Certified Trust and Financial Advisor (CTFA) designation and previously obtained the Certified Fiduciary & Investment Risk Specialist (CFIRS) designation.
Nancy is proud to work for a company like First National Bank that gives back to her community. As an Omaha native, Nancy enjoys seeing the impact First National Bank has on its communities year after year. You can see Nancy out helping her Omaha community through serving meals at local charities.
Whenever possible, Nancy can be found creating new memories at their cabin which has been in her family for over 40 years.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.