Nancy Goethel

  • Nancy Goethel, CFP®, CIMA®, CRPC®

    Vice President, Investments

Nancy Goethel is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Nancy also holds IMCA's Certified Investment Management Analyst (CIMA) designation, which is a stringent certification process assuring the highest standards in the profession. She also has the Chartered Retirement Planning Counselor (CRPC) accreditation.

Nancy grew up in Milwaukee, WI and attended the University of Wisconsin-Milwaukee. She has been in the financial services business since 1994 and currently specializes in financial strategies and solutions in the areas of retirement, estate, financial and tax planning. Nancy focuses on the use and analysis of managed money including individually managed accounts, mutual funds, closed end funds and exchange traded funds.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.