Professional

Since graduating from Southern Methodist University with a degree in business, I have spent 40 years working with individuals, families and businesses to help them achieve their financial goals.  I became a financial advisor because I wanted to build long-lasting relationships and make a positive impact on peoples’ lives.    

So that I can best serve my clients, I have pursued training and designations to advance my knowledge and expertise.  I have earned the following designations:

  • Chartered Life Underwriter (CLU®) is the professional designation for individuals who specialize in life insurance and estate planning.

  • Chartered Financial Consultant (ChFC®) is the “advanced financial planning” designation awarded by The American College of Financial Services for those who qualify to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.

 

 

Awards and Recognition

NAIFA Quality Award – I have been a recipient of this award for advisors specializing in Life and Annuities.The National Association of Insurance and Financial Advisors Quality Award demonstrates a commitment to excellence, including professionalism through education and earned designation, adherence to the NAIFA code of ethics and service to the industry association.

 

 

 

 

 

 

Associations and Memberships

 

DRT

Million Dollar Round Table (MDRT) – I am a lifetime member of the MDRT, the Premier Association of Financial Professionals.Founded in 1927, MDRT provides members with resources to improve technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

 

 

 

 

  • Northwestern Mutual – Dallas Diversity & Inclusion Council – as a member of this council, I am pleased to help build an environment where all individuals are valued and we are best able to serve the needs of our diverse clientele.
  • Women’s Mentoring Program – I am a mentor for women beginning their careers in financial services, helping them to achieve success and build their professionalism.

  • Society of Financial Services Professionals – is a multi-disciplinary community of accomplished professionals, including CPAs, attorney and financial representatives.I take advantage of to resources and ongoing training to keep me up-to-date.

  • National Association of Insurance and Financial Advisors (NAIFA) - protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by professional agents and advisors.

Years of Experience

Representing Northwestern Mutual since 1978.

Education

Degree Major Institution
Bachelor of Business Administration Business Southern Methodist U

Awards and Recognition

 

Health Insurance Quality Award 1981-1985, 1987-1991

Award recognizing quality in the field of health insurance

 

Million Dollar Round Table Life Member 1988, 1997, 2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Provisional Member 1981

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 1982-1985

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 1986-1987, 1989-1996, 1998-2016, 2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2018

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1980-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1979-1992, 1999

Award recognizing performance

Nancy Albert Kaufman, CLU®, ChFC®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck