“Chance favors the prepared mind.”
– Louis Pasteur
Nancy Dienes, CFP®, MBA
Principal, Financial Planner
Nancy generally works with new clients who are nearing retirement or who are already retired. She finds that clients often choose to work with a financial planner because they want to understand how all their financial puzzle pieces fit together to achieve their financial goals. Nancy’s initial career as a mechanical engineer provided her with a solution-focused approach which also can be used to help clients think through their individual situations and develop solutions. Nancy spends about half of her time working in the client arena.
As the firm President, the remaining half of her time is split evenly between training new planners and business management. Training new planners and transferring our methodologies to the next generation of planners is essential to ensure our firm lasts for generations to come. Her remaining time is spent developing systems and processes to grow the business and ensure we continue to be on the leading edge of the fee-for-service planning arena. Nancy also serves as the Chief Compliance Officer.
While she has many hats to wear, Nancy likes to stay engaged with her community and growing a sustainable business provides ample opportunities.
Seattle Times Financial Makeover, 2016 (with Holly Davis).
Seattle Times Financial Makeover, 2012 (with John Goddard).
Favorite financial book
“Making the Most of your Money” by Janes Bryant Quinn
Interesting early jobs
Bicycle mechanic in college, Projectionist at local movie theatre in Los Alamos, Ski Instructor at Crested Butte
Outside the office
Nancy has always had an adventurous spirit including biking coast to coast across the USA, climbing Denali in Alaska and her lifetime project of climbing Colorado 14’ers. Each summer she spends a portion of her vacation trying to get to the top of one of Colorado’s fifty-eight 14,000+-foot peaks.
Los Alamos, New Mexico
Education and Certifications
Master of Business Administration, Seattle University
BS Mechanical Engineering, University of New Mexico
CERTIFIED FINANCIAL PLANNER™
Industry and community affiliations
Member, Financial Planning Association of Puget Sound
Member, National Association of Professional Financial Advisors
Treasurer, Lake Union Rotary Club
Year Nancy joined Goddard