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 and 2016 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 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”.
***Investment Advisory Services provided through Partnervest Advisory Services, LLC***