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Nancy Brunner

Nancy Brunner, our office manager, began her career in office management in 1988 and joined LPL Financial in 2000. Her desire to provide the best customer service led her to obtain her Series 6 license, currently held through LPL Financial, and in 2015 she also earned the right to use the Financial Paraplanner Qualified Professional (FPQPTM) designation. She believes that a personal relationship with each of our clients provides an important component in obtaining the highest level of client satisfaction.

Nancy is married with three grown children and six grandchildren. Away from Clarify Wealth Management, she is active in her church, enjoys the arts, reading, traveling and spending time with family and friends.

Nancy Brunner

Office Manager

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Clarify Wealth is a group of financial experts with a common purpose.
We believe in great communication, leading with integrity, and service to others.