Nan S. Lesnick
Founder & Principal, Investment Advisor Representative
"As a financial advisor, I most enjoy helping each client to live their life and dreams in the ways that truly matter to them."
Nan Lesnick grew up on a family farm in Ohio. When her father became disabled, with two daughters still at home, the importance of planning and insurance became all too real to her. As a result, Nan began her financial services career with Mutual of Omaha in 1975 and primarily focused on disability insurance for young families. In 1982, she and her husband, Mark, moved their family to Fountain Hills, Arizona, where they resided for more than 20 years. In Arizona, Nan honed her skills as partner in a firm that provided advice to business owners and professional practices. A leader in the community, Nan was the treasurer for Fountain Hills Presbyterian Church and served on the governing board of the Fountain Hills Unified School District. But, it was too hot!
In 2003, Nan and Mark relocated to Monterey County, California, where her thriving practice focuses on wealth and income strategies, including families with multigenerational businesses. With her collaborative partners, Nan guides clients through estate planning and financial strategies designed to fulfill individual needs.
For many years, Nan has coached her clients to tell their story, often resulting in discovering the clarity they need to achieve the outcomes that are important to them. She has learned that people thrive when they have an opportunity to share passion.
Nan continues to serve in areas she believes are important to the community. She is president of the Monterey Chapter of American Financial Education Association (AFEA) and serves as an educator, providing financial education courses. She is also a member of the Salinas Valley Leadership Group and enjoys serving local non-profit organizations as a board member and donor.
Nan and Mark have two adult sons. One son resides in Texas with his family and the other, Kelly’s husband, serves as an officer in the United States Air Force. Locally, their family consists of dogs and chickens.