用草图创建.

南希·L. SKEANS CPA, CFP®, MBA

Nancy has more than 30 years of experience providing financial consulting, investment management and 税 planning services to corporate executives, high-net-worth individuals, foundations and pension plans. 她加入了 Schneider Downs 财富管理 Advisors (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal 金融 bet9平台游戏 practice until she was named CEO of SDWMA in 2017.   In 2018, she was asked to become a 股东 of Schneider Downs & Co.公司. 2023年底, she decided to transfer the role of CEO to our Managing Partner, Derek Eichelberger so that she could focus on clients and mentoring her team of advisors.

As a Senior Wealth Advisor, Nancy is actively involved in her client relationships, investment strategies and is a voting member of the firm’s Investment Committee.  Nancy also oversees the development and training of the advisory team for the Personal 金融 bet9平台游戏 team. Additionally, she is the Chief Compliance Officer for SDWMA.

Prior to joining SDWMA, Nancy spent many years as an Investment and Tax Advisor to high-net-worth individuals in a private firm in the 匹兹堡 area.  She began her career in finance and accounting at Deloitte & Touche after separating from the United States Air Force at the rank of Captain.

教育

M.B.A. – Accounting, Wright State University
M.S. – Finance, College for 财务规划
B.S. – 国际 Affairs, United States Air Force Academy

Professional and Community Involvement

Member – American and Pennsylvania Institutes of Certified Public Accountants
Member – The 财务规划 Association
Member of Board of Directors – YWCA of Greater 匹兹堡

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Do you have a hobby/personal passion?
My personal passion is to always continue to learn new things.

What was the best advice you’ve ever received?
Never be afraid to speak up.

Who is your role model?
我的母亲.

What was your childhood dream?
My dream was always to have a career. While the dream changed from doctor to lawyer to Air Force Officer, I always knew I wanted to be financially self-sufficient.

If you could go back in time, what advice would you give your college self?
You should have purchased acres and acres of land near Colorado Springs (when it was still available).

People would be surprised to know that I…
I have a black belt in Tai-Kwan-Do.

What is the best or most interesting thing about your career?
I love helping people become more secure in their financial decisions and long-term plans.

What was your first job?
Kentucky Fried Chicken.

Do you have a “motto”?
是积极的.

When you have an hour of free time, what do you like to do?
Take a walk while listening to a great book.

Do you have advice for young professionals?
If you want to become the best in your field, challenge yourself to be better at your job every day.

我们对

特色

大问题: 网络安全 Defenses Compromised By Employees’ Passwords


大的思考: Significant Updates To The 网络安全 Environment.

股东 埃里克·赖特 has been involved with Information 技术 with Schneider Downs since 1983 and oversees the firm’s thriving 技术 咨询 and IT 审计 & 合规实践. 通过这个角色, Eric brings extensive experience in assessing IT infrastructure and identifying cybersecurity risk and exposure.
One of our clients felt fairly good about their existing cybersecurity defenses. But they were still afraid of the unknown and newer cyber attack techniques. Through our regular audit procedures, we inquired about their current cyber controls and their confidence in withstanding an attack. We then performed a network penetration test which simulates an external adversary hacking their network. This procedure identified the client's unknown weaknesses in their defenses through a live test. " 48小时内, we were able to guess the passwords of close to 10% of their employees, effectively giving us VPN access to their corporate network and certain employee utilities, 像电子邮件.埃里克说. "We also found that their corporate intranet site was visible over the internet and susceptible to login via the bad passwords. After identifying these issues, we worked with the client to make significant changes to their environment to make it harder for an attacker to break in." Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

违反了?

每一刻都很重要. 紧急请求, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

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