Nancy L. Skeans, CPA, CFP® - Partner / Managing Director
Schneider Downs Wealth Management Advisors, LP
“The experience level of our team members is extremely high, and we all draw on each others expertise and skills. And since each of us has a slightly different background, it makes for a richer pool of ideas to draw from and help our clients.”
Nancy has more than 16 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans. As Managing Director, Nancy manages the day to day activities of the Personal Financial Services practice. Nancy is actively involved in researching investment vehicles and constructing diversified investment portfolios for clients that incorporate their specific income needs, risk tolerance and tax situations. She is also the chair of the Investment Committee. In addition, Nancy maintains and manages all aspects of her client relationships.
Nancy is a CERTIFIED FINANCIAL PLANNERTM practitioner a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). She has an M.S. in Finance from the College for Financial Planning in Denver, Colorado, where she also is an adjunct faculty member in the Master’s Program. Nancy also holds an M.B.A. in Accounting from Wright State University in Dayton, Ohio and a B.S. in International Affairs from the United States Air Force Academy in Colorado Springs, Colorado.
Nancy has been selected a FIVE STAR: Best in Client SatisfactionSM Wealth Manager in the July 2009 issue of Pittsburgh Magazine. Five Star Wealth Managers are selected through an independent rating service based on client nominations.
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