Nancy has more than 30 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high-net-worth individuals, foundations and pension plans. She joined Schneider Downs Wealth Management Advisors (SDWMA) in 2003 and became a partner in 2009. Nancy served as the Managing Director of the Personal Financial Services practice until she was named CEO of SDWMA in 2017.   In 2018, she was asked to become a Shareholder of Schneider Downs & Co., Inc. At the end of 2023, 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 Financial Services 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 Pittsburgh 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.


M.B.A. – Accounting, Wright State University
M.S. – Finance, College for Financial Planning
B.S. – International Affairs, United States Air Force Academy

Professional and Community Involvement

Member – American and Pennsylvania Institutes of Certified Public Accountants
Member – The Financial Planning Association
Member of Board of Directors – YWCA of Greater Pittsburgh


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?
My mother.

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”?
Be positive.

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.

Our Thoughts On


Big Problem: Emerging Technology Client Unaware Of Sales Tax Requirements Upon Exit

Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance

Shareholder TREVOR WARREN joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, review and compilation engagements, and he services a diversified number of industries, from automotive to nonprofit. He also leads the firm’s Emerging Technology Services Group.
When one of the firm’s emerging technology clients was making plans to sell their business, Trevor and his team noticed that they were unaware of sales tax filing requirements. Knowing from experience how complex such requirements can be for emerging technology companies who sell products across multiple taxing jurisdictions, Trevor and his team understood that this missing piece would pose issues during due diligence and could negatively impact the client’s sale. To help ensure that the sale went smoothly, Trevor and his team suggested that the Schneider Downs state and local tax group perform a sales tax nexus study on the company. The group performed an analysis on both the client’s material revenue streams and the sales tax reporting requirements in the jurisdictions where they had customers. Then, Trevor and his team used that information to estimate the client’s total tax exposure, pinpoint the jurisdictions with significant exposure and help draft Voluntary Disclosure Agreements in those the jurisdictions. “We know that these requirements can be hard on early-stage companies when they have limited staff and revenue generation is a primary focus,” said Trevor. “By doing this analysis and going through the voluntary disclosure agreement process, we were able to get the company compliant with their sales tax filing requirements at a significantly reduced cost.” In addition, this process eliminated tax issues and exposure for the company upon exit. 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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