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Advisors and Staff

Nancy Mann - Administrative Assistant

Admin AssistantNancy comes to the firm with a history of excellence in the retail and financial services industries. Serving as a Finance Assistant at local firms provided Nancy the insight and experience needed to successfully assist with the volumes of paperwork the industry requires. More recently, Nancy has progressed to firms such as TransAmerica and Metlife. Nancy's passion is helping with homeless pets and she also enjoys charitable work.

 

 

Securities and advisory services offered through Union Capital Company, member FINRA/SIPC and a Registered Investment Advisor. Union Capital Company and WealthPlanners, Inc. are separate companies.