Nancy Bartolameolli is a financial advisor and partner in Woodcrest Financial Group. Nancy has developed wealth preservation, risk management, and financial planning techniques that focus on pre-retirees and those currently in retirement. She desires to educate clients with a full understanding of planning so they can pursue their goals with a high probability of success. Nancy loves being that person in their corner who is truly working for them and assisting them in the fulfillment of their purpose in life.

Nancy holds a bachelor’s degree in economics from Indiana University. Over the years, she has worked with several Fortune 500 companies, including GM, Ford, Chrysler, and EDS, earning her local and national honors. Outside of work, Nancy loves spending time with her family (husband, Tony, and three kids, Chris, Nick, and Kaden) and friends, fishing, golfing, playing cards, and trying out new and interesting restaurants. She is also a yellow belt in Tang Su Do Karate and an enthusiastic reviewer on Yelp. To learn more about Nancy, connect with her on LinkedIn.