At Schmidt Financial Management, creating a seamless client experience begins with a team that is attentive, organized, and truly invested in client success — and Nancy Russell exemplifies these qualities every day.
As a Client Service Associate, Nancy is often one of the first points of contact for clients. She plays a critical role in ensuring smooth communication, managing schedules, and keeping our advisors on track for client reviews. With a natural love for systems and organization, Nancy brings order and efficiency to every project she touches.
Beyond her knack for streamlining operations, Nancy has a unique talent for creative problem-solving. She notices the small details that others might miss — a skill that greatly enhances the level of service we provide to our clients. Her ability to see hidden patterns and solve challenges thoughtfully makes her an invaluable asset to the Schmidt Financial Management team.
When Nancy is not assisting clients and fine-tuning processes, you can find her exploring new places with family and friends. A fun fact about Nancy: she recently invested in a set of power tools and has been tackling ambitious DIY projects at her home! 🛠️
We are proud to have Nancy as part of the Schmidt Financial Management family!
Learn more about how Nancy and the Schmidt Financial Management our team deliver personalized, high-touch service to technology executives and professionals.