About Us

NancyNancy Effert

With over 20 years’ of corporate experience focusing on actuarial and management consulting, Nancy brings her considerable knowledge of the financial services industry to her signature wealth management approach. Her straightforward style provides a holistic methodology which includes wealth planning, risk management, business services, investment services and financial planning. Her clients benefit from her wide array of expertise and solution-based approach.

Effert Financial Solutions, Inc. was founded in 2006 as an alternative to the “big box” financial conglomerates who embrace a “one-size fits all” investment theory. Seeing the need for a more personal approach, she provides independent fee-based investment management and financial advice to individuals and their businesses. Anchored in active listening, understanding, trust and knowledge, she offers clients outstanding customer service and customized solutions based on each individual situation. Nancy’s fee-based practice enables her to offer a variety of services aimed to embrace all of her clients life goals, including family, business, health and retirement. Effert is honored to be a recipient of the 2014, 2015, 2016 & 2017 Five Star Wealth Management Award*.

Effert is as engaged in the community as she is with her clients. She is proactive in supporting non-profit and business leadership organizations as a volunteer, fundraiser and trailblazer. Author of several financial articles and publications, she speaks on various financial-focused topics. Her networking skills are legendary, as she consistently provides clients and colleagues with contacts and recommendations of quality resources.

Effert is an avid golfer and an active member of the MCSF Chicago Golf Committee who raise money annually for the Marine Corps Scholarship Foundation through their golf outing.  She is also a “gearhead” at heart who spent much of her youth working on hot rods and victoriously racing her vintage Chevy against unsuspecting challengers. In her spare time she builds one-of-a-kind stained glass pieces as a creative outlet.


Kristi
Kristi Zike

Kristi comes to Effert Financial Solutions with over a decade of financial industry experience in the private equity sector.  As controller and investor relations manager for Svoboda Capital Partners in downtown Chicago for 12 years, Kristi was responsible for the day-to-day operations of the office and served as the primary point of contact for high net-worth individual and institutional investors between two funds totaling nearly $200 million.  As client services manager at Effert Financial Solutions, Kristi’s goal is to provide exemplary customer service and be a resource for client issues and/or requests.

As an avid runner, Kristi has completed the Chicago Marathon and multiple half-marathons and enjoys many outdoor activities.  Her other hobbies include reading, up-cycling thrift store finds and spending time with family.  A Michigan native but Illinoisan for almost 20 years, Kristi cheers on the Chicago Cubs and is adamant that “this year is now” in 2016 (and she was right!!!).

 

 

Renee Jeffries, CP®

Renee comes to Effert Financial Solutions with over 20 years of financial industry experience.  She has experience with  independent financial advisors and with larger firms as the primary point of contact for clients and institutional contacts to ensure clear and reliable communication with attention to detail.  Clients are the core of what she does.  She ensures they always have a friendly and knowledgeable contact just a phone call or email away.  Renee received her Registered Paraplanner designation in February 2012.

In her free time, she volunteers at the Children’s Cancer Center, Habitat for Humanity and Metropolitan Ministries.  She loves to take cruises and hopes to retire on a cruise ship!

 

 

 

***Investment Advisory Services provided through Partnervest Advisory Services, LLC**

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
2017:  3,781 Chicago wealth managers were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers.
2016:  3,411 Chicago wealth managers were considered for the award; 726 (22 percent of candidates) were named 2016 Five Star Wealth Managers.
2015:  5,833 Chicago wealth managers were considered for the award; 716 (13 percent of candidates) were named Five Star Wealth Managers.
2014:  8,161 Chicago wealth managers were considered for the award; 744 (10 percent of candidates) were named Five Star Wealth Managers.