Nancy Bernard, Advisor Assistant
Phone: 847-272-1155 Nancy has over 16 years of experience in office administration, business development and client relationship management. Prior to joining Dickholtz Wealth Management, Inc. Nancy restructured, organized and managed the office of a multiple business enterprise, where she excelled in the areas of operations and client service. Nancy also has an extensive background in the health and wellness industry. Her many years of commitment resulted in the development of a successful health and fitness complex and teaching yoga to adults of special needs, all while receiving various certifications in the healing arts. Nancy’s overall thrill in life is her two amazing children, her twins Brittany and Thomas who are currently studying away at college. Nancy’s ongoing commitment is to make a real difference in what really matters to people and their lives. ![]() About Us
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Securities offered through Securities America, Inc., Member FINRA/SIPC, Lisa Dickholtz CFP®, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Lisa Dickholtz CFP®, Investment Advisor Representative. Dickholtz Wealth Management, Inc. and Securities America companies are unaffiliated. This website does not constitute an offer to buy or a solicitation to sell securities. Representative licensed to discuss and/or sell securities in the following states only: CA, IL, IN, IA, MI, WI. Representative licensed to offer advisory services in the following state: IL. Representative licensed to discuss and or sell insurance in the following states only: CA, FL, IL. California Insurance License 0D43788 |
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