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Nancy Greer, CPA

Sr. Tax Advisor/CFO

Quad Cities

I formed my own CPA firm, which I operated for more than 23 years before merging my company with The Planning Center in 2011. Today, I am responsible for the accounting and tax services provided to our clients, and managing internal accounting and tax matters for all of our offices. My career focus is to serve our clients to the best of my ability. It is a pleasure being a part of The Planning Center and coming to work every day. There are always new and different assignments, and I am constantly teaching others and learning myself. Most of all, I love interacting with our clients and helping them make life-planning decisions.

“Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, vision cleared, ambition inspired, and success achieved.” [Helen Keller]

I live each day to the fullest with no regrets. Though I am widowed, I had the joy of having a wonderful husband. I especially love spending time with my family and friends. My three stepchildren and six step-grandchildren are a blessing to me. On my days off work, I enjoy brisk walks, golf, biking, and singing in Praise Ensemble at contemporary worship service at church.

Credentials

Affiliations: Fee-Only Planning

Education: BS in Accounting from Western Illinois University, 1974

Memberships:

  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • East Moline Illinois Rotary

Leadership:

  • Board of Directors of the Two Rivers YMCA (1986-1994)
  • Member and chairperson Black Hawk College Foundation Board (1996-1999)
  • Board member for the former Illinois Quad City Chamber of Commerce
  • Trinity Lutheran Church activities including Church Council and Endowment Fund Board and Altar Care

 

My life’s biggest milestone:
I hope I have not reached it yet

My favorite thing(s):
To be with family and friends. Anything social.

My greatest extravagance (under $100):
Why another pair of shoes, of course.

Favorite destination:
I love the island of St Maarten.

What inspires me:
My faith in God and Jesus as my Savior gives me hope and courage no matter what life may bring.

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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