Nancy Caldie

My responsibilities in the Chicago office range from being a receptionist and office manager to acting as an improviser and problem solver. My focus each day is on helping both our clients and my colleagues. As I am the firm’s “officer of first impressions,” I try to let my enthusiasm for financial planning come through. In fact, I was a client at this office before I became an employee; my decision to join the Chicago team demonstrates how strongly I believe in the people and the process here. Every day I see first-hand how much of a difference a life-enhancing financial plan can make.