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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.
I enjoy building relationships with my customers and helping them in times of need.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha