Meet Nancy
Nancy is a Wealth Advisor at Mercer Advisors, based in the Minneapolis office. She joined the firm in 2024 through the acquisition of Waypoint Capital Advisors. In 2017, Nancy founded her own wealth management firm, Be Financial, which merged with Waypoint Capital Advisors in 2021. She began her wealth management career in 1995 at Morgan Stanley as a Financial Advisor. Nancy is a graduate of the University of Wisconsin-Madison. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Advisor in Philanthropy® certification.
Nancy’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nancy has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
Her working style
Nancy is known for her consideration and care when working with clients. Her collaborative and inquisitive nature allows her to build long-term relationships with clients that provide reassurance.
Nancy in real life
What keeps you busy outside of work?
As an empty nester, I’ve pivoted from helping with kids’ activities and being a hockey mom to book clubs, traveling, and doing more yoga!
What makes you tick?
My parents owned a small business, so watching them build and grow that business sparked my entrepreneurial spirit. I love finding ways to develop efficiencies and provide the best service to grow a business.
How do you give back?
I sit on a board of a local nonprofit that serves our community by meeting basic needs and equipping households for ongoing stability. I love the idea of starting local and then seeing it pay forward.
Nancy’s snapshots
Meet Nancy’s Teammates
Sydney Shearer
Manager, Client Services
What Nancy Says
Sydney takes service requests to the next level. Whether it’s working closely with a client to complete a rollover or completing more complex transfers, Sydney always figures out a way to keep both advisor and clients updated on the process.
Madeline Longo
Sr. Financial Planner
What Nancy Says
Madeline is the one I turn to for help in presenting financial topics to clients. She takes a situation and breaks it down so that clients can follow the financial planning process. Her expertise in our planning tool is amazing, I refer to it as “Madeline’s Magic”!
John Mowery
Wealth Advisor, Director
What Nancy Says
Madeline is the one I turn to for help in presenting financial topics to clients. She takes a situation and breaks it down so that clients can follow the financial planning process. Her expertise in our planning tool is amazing, I refer to it as “Madeline’s Magic”!
Kara Duckworth
Managing Director of Client Experience
What Nancy Says
Kara makes sure our clients get exceptional service. When looking for advice and collaboration on any economic or financial planning strategy, Kara is the one to go to.
Evan Kennedy
Wealth Advisor
What Nancy Says
Evan’s enthusiasm over investments and strategy is contagious. He comes to work every day ready to collaborate with advisors on how to best meet our clients’ investment needs.
Articles by Nancy
Shaping Your Legacy After the Loss of a Spouse
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