Nancy Briggs has more than 25 years of experience providing retirement plan services for institutional clients with a focus on ERISA regulations, fiduciary issues, plan design and employee education. Her previous public accounting experience includes personal and corporate tax preparation, which provides valuable insight into the concerns and needs of her business clients.
A graduate of the University of Southern Indiana with a bachelor’s degree in accounting, Nancy earned the Certified Retirement Services Professional Designation (CRSP) through the Cannon Financial Institute. She is a former Certified Public Accountant and a member of the Indiana Benefits Conference.