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 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 her client’s life goals, including family, business, health and retirement. Effert is honored to be a recipient of the 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 & 2022 Five Star Wealth Management Award*.
Effert is as engaged in the community as she is with her clients. She was honored as the Rotarian of the Year and was presented an award in recognition of outstanding dedication & service by The Rotary Club of Fox Valley Sunset for 2021-2022. 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.
Client Services Manager Jo Ann is a passionate, multi-dimensional, award winning Sales and Operations Executive with over 20 years of experience in corporate America in the financial services sector followed by 15 years of entrepreneurial experience. Jo Ann’s considerable background makes her a highly effective partner as she works to lead our team to operational excellence by improving efficiencies, effectiveness and executing opportunities that expand client services all while balancing exceptional customer service.
Jo Ann is a mother of two, her daughter Cassidy attends Miami University and her son Ricky plays shortstop and catcher on his High School and travel baseball teams. Jo Ann, Ricky and her husband Larry are all baseball addicts and can be found several times a year cheering on the Cubs at Wrigley. Jo Ann enjoys photography and can be seen snapping pictures at her kids sporting events working to capture the perfect action shots. As a Florida transplant Jo Ann never left behind her sunny roots, she loves the beach, boating, fishing and just being on the water especially when it’s time spent with her family. She spent many years as a volunteer with the Girl Scouts of America and in the Cary school district as she enjoys working with the kids in the community.
Renee comes to Effert Financial Solutions with over 20 years of financial industry experience. She has experience working with both independent financial advisors and 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 offered through duly
registered individuals on behalf of CreativeOne Wealth, LLC a
Registered Investment Adviser. CreativeOne Wealth, LLC and
Effert Financial Solutions, Inc. are unaffiliated entities.**