Nancy Schneider oversees the general financial operation of the office and provides special assistance to CEO Jefferey Zupancic. She works with all clients and prospective clients, delivering exceptional care, thoroughness, and attention to detail as well as the ultimate in concierge-level service. Among clients and colleagues, Nancy is known for her trustworthiness, timely assistance, and efficient follow though.
Solving problems as she helps clients reach their financial goals and getting to know clients personally are some of the most rewarding aspects of Nancy’s work. She enjoys the changing pace and constant opportunity for personal growth within the financial services industry, and in all that she does, Nancy strives to live a life of value.
Nancy has been in the financial services industry since 1990. She holds the FINRA Series 7 (General Securities Representative), 31 (Futures Managed Funds), 65 (Uniform Investment Adviser Law), and 63 (Uniform Securities Agent State Law) licenses as well as Life, Health & Accident, and Variable Life/Annuities insurance licenses. Raised in Cleveland, Ohio, Nancy made the move to Phoenix in the early 1980s to enjoy Arizona’s beautiful weather. Outside the office, Nancy loves to cook and enjoys serving those in need by preparing and delivering meals and groceries as a Salvation Army volunteer. A dedicated dog lover, Nancy just rescued her fifth dog, making a wonderful addition to her household.