Nancy Fehrenbach, CFP®, CFA
Nancy Fehrenbach joined Moller Financial Services in 2021 as a financial planner. Originally starting her career as an investment analyst and portfolio manager for institutional pension and insurance funds, Nancy wanted to directly impact families’ and individuals’ futures. She refocused by earning her CERTIFIED FINANCIAL PLANNERTM designation and has provided financial planning services to individuals and families for four years prior to joining Moller Financial.
Nancy helps people live intentionally. Focused on what is most important to them, she creates comprehensive financial plans structured to allow them to make decisions that are uniquely right to reach their goals. Communicating in an easily understood manner, she helps clients have peace of mind that they clearly understand their roadmap to achieve what is most important to them.
Nancy earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and has held the Chartered Financial Analyst® designation since 1993. She is also a CERTIFIED FINANCIAL PLANNERTM professional. Nancy has supported education through a variety of volunteer positions including president of the local Winnetka school board. She lives in Winnetka with her husband, Brian, and has four adult children: Kate, Monica, Clara and Keith. They enjoy dining at local restaurants and taking advantage of all Lake Michigan has to offer.