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Preston Road

17304 Preston Rd,

Suite 125
Dallas, TX 75252
Nancy  Hetrick

Nancy Hetrick

Senior Financial Advisor

Nancy Hetrick began her financial career in 1999 when she joined Charles Schwab in their “build a broker” program during the height of the technology bubble. When the technology bubbly burst and clients needed help, Nancy moved into Schwab’s first advice programs to provide relationship-based advice to clients on an ongoing basis as a Portfolio Consultant in The Private Client division.

In 2007, Nancy went through a less-than optimal divorce and became inspired to provide financial support to those faced with the same challenges. She left Schwab in 2011 to become an independent advisor and start her second company, Smarter Divorce Solutions to specialize in the financial intricacies of divorce. In 2014 Nancy began teaching and training financial advisors all over the country how to have similar niche businesses and founded The Divorce Financial Planner Training CenterHaving been in the industry for over 25 years, Nancy believes strongly that it’s time for a change in financial services. It’s no longer about product, commissions, charts, graphs and overwhelm. It’s about people and connection and trusted guidance and partnership.  Financial services for our modern world. 

Nancy is passionate about lifelong learning and holds the following credentials: CDFA Certified Divorce Financial Analyst, MAFF Master Analyst in Financial Forensics, AWMA Accredited Wealth Management Advisor and AAMS Accredited Asset Management Specialist. She is Series 65 licensed and was previously licensed as a Series 7, 9, and 10. 

When she's not serving our clients, she enjoys time with her 4 children and 5 grandchildren and riding motorcycles with her husband Tom.