“Do the right thing, even if it’s not popular.” That’s a motto that Nancy Lewis-Heliotes strives to live by every day.
As an Accredited Investment Fiduciary® (AIF®), Nancy promotes a culture of fiduciary responsibility, ethics and professionalism. She specializes in helping her clients navigate life’s transitions with financial confidence. Her top financial tip: your financial plan and your life plan must be friends.
In her spare time, she enjoys spending time outdoors with her husband, two children, and a variety of four-legged friends. She is passionate about environmental causes and women’s health issues, and is the co-founder of Planet Bluewater Corporation and Bees For Trees. Plus, Nancy makes a mean Lemon Meringue pie!
Nancy has been in the financial industry for 27 years and serves clients in Napa Valley and throughout Northern California.
Tri Counties Advisors: 630 Main St., Woodland CA 95695