Nancy Rebholz

Nancy Rebholz joined the Herzog Kistner Shaw Financial Partners team in January of 2023 as the team’s Client Experience Administrator. In her role, Nancy assists the HKS team by managing client information data input, updating account information, preparing client documents as well as being an initial point of contact for all HKS clients. Nancy is dedicated to supporting the HKS advisors with their systems and processes to help ensure that clients are getting the best possible service. Her favorite part of being the Client Experience Administrator is interacting with and getting to know the clients and their families.

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Prior to joining the HKS team, Nancy worked in the Finance Department of Methodist College for nine years.

Nancy is married with three daughters and two grandsons. Residing in Metamora for most of her life, Nancy spends most of her free time with her grandkids. When she happens to escape Metamora, she loves visiting the beach and going on hikes.