Nancy started as Office Manager with Hoffman Financial Services in 2004, serving as Paul’s assistant and a resource to other advisors. In 2009, Nancy joined Marty Curtis at Curtis Wealth Management. After the merger, Nancy remains our Office Manager to Provisions Wealth Planners. She oversees the offices daily operations and administrative staff as well as manages our client communications and data. In addition, she continues to work closely with clients to build relationships and rapport.
She has an extensive background in the financial services industry having served in a variety of roles, including Branch Manager, Assistant Vice President/Sales and Marketing and Personal Banking Officer/Sales Manager. She holds Property & Casualty and Life & Health insurance licenses as well.
Nancy is a native of Appleton, WI and enjoys spending time with friends and family. Nancy is a long time season ticket holder of the Green Bay Packers, GO PACK GO!
Nancy recently served as President of the Altrusa International of Appleton, WI, Inc. and continues as an active member. appleton.altrusa.org
Licenses or designations:
- Life and Health insurance intermediary
- Property & Casualty insurance