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Nancy Bartolameolli

President & CEO

Nancy believes every hard working pre-retiree & retiree deserves to have someone that is truly working

for them and to assist them in their fulfillment of their purpose in life.

Nancy Bartolameolli is a graduate of Indiana University with a Bachelor's Degree in Economics. Over the

years, Nancy has worked with several Fortune 500 companies such as GM, Ford, Chrysler, EDS and

others earning Nancy local and national honors. Nancy's Wealth Preservation, Risk Management, and

Financial Planning techniques have been developed to focus on both pre-retirees and those who are

currently in retirement.


Nancy has 3 kids, Chris, Nick and Kaden. Nancy is also a yellow belt in Tang Su Do Karate and a

respected author on Yelp.

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