Nancy Brozek is a Co-CEO of WealthFirm and a Managing Partner at Integrity Marketing Group.
After graduating from the University of Nebraska–Lincoln, Nancy joined WealthFirm as a CPA in 1987 and has been an investment advisor for over 19 years. Nancy’s dedication to helping her long-term clients achieve financial success has become a standard her clients and coworkers have come to expect.
She has earned her Personal Financial Specialist (PFS) designation through the American Institute of Certified Public Accountants (AICPA), which relates to various topics such as financial planning for organizations, investment management and risk analysis. Nancy’s areas of expertise include financial planning and business consulting, as well as tax planning and preparation.
When Nancy is not in the office, she enjoys spending time with her husband, Kelven, and their three children and four grandchildren.