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. ![]()
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2565 Shermer Rd. Phone: 847-272-1155 |

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors Inc., Lisa Dickholtz, Representative. Dickholtz Wealth Management is not affiliated with any Securities America Company.
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