Nancy Bertacini headshot

Nancy Bertacini LUTCF®, IAR

Senior Wealth Advisor

Nancy Wheeler-Bertacini is a Financial Advisor at Keystone Financial Services. Nancy has over 30 years of experience in the industry. She is a graduate of Iowa State University and has pursued graduate studies at the University of Nebraska Omaha. Nancy is a member of the American Association of University Women and is a Life Loyal member of Delta Delta Delta.

As an investment professional, Nancy enjoys working with clients to inform them how to utilize their assets, make investment choices, and develop financial strategies to help pursue their financial goals. Believing that the best way to do business is with integrity and loyalty. Nancy also seeks to develop trusting relationships with clients, their families, and friends.

Nancy has been married to her husband, Al, for 40 years. They are entertained by their children, grandchildren, large extended family, traveling, reading, and playing tennis.