About Nancy

The year 2020 marked Nancy’s 35th year in the financial planning business and her 20th as owner and founder of Benchmark. From the humble beginnings of one assistant, she has grown the firm to 14 and we are still hiring and growing. The biggest change came as she discovered her own need for Dave Ramsey’s Baby Steps.  Once on her journey of debt payoff and cash flow control, she began to teach and speak about it, eventually becoming a SmartVestor Pro with Ramsey Solutions.

Nancy is a proud Memphian and a graduate of The University of Tennessee, Knoxville.

Nancy loves what she does and feels blessed to have done it for so long.  She also loves her life outside of work, where she spends a lot of time with family and friends.  In addition to socializing, she loves quiet days with the dogs and a good book.  She journals and writes quite a bit and loves fountain pens — in fact, she collects them.  She can also be found at her Lego table – putting together little buildings is quite therapeutic.  The flexibility of her schedule allows her to pursue other business interests and especially allows her to pick up her great-niece and great-nephew from pre-school.  They have given her a new perspective on just about everything.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
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