Stephanie Nanney

CFP^®, CPFA^®

Wealth Advisor, Managing Director

Stephanie Nanney grew up around the financial services industry and saw the reward of helping clients achieve their goals at an early age. Stephanie’s main areas of focus are working with physicians, business owners, qualified plans. Helping provide a solid foundation of financial knowledge, doing her best to help ensure a secure financial future, and seeing her clients achieve their goals is why I love what I do. There’s nothing Stephanie values more than creating long-term relationships with her clients, and their families.

Stephanie has a degree in business and economics from Lehigh University, is a CERTIFIED FINANCIAL PLANNER^® professional and a Certified Plan Fiduciary Advisor^®. Stephanie is a board member at the Women’s Exchange of Winnetka and the Harkness Outreach Center. She is also an AYSO Coach for her two daughters. Together as a family, Stephanie loves to get away to the Rocky Mountains in Colorado, where her husband is from, as well as travel to see friends and family, near and far.