Nancy Lange Cpa, Cfp®

Senior Financial Planner at Mission Square Retirement

Nancy Lange, CPA, CFP® has a diverse work experience spanning over several decades. Nancy started their career as a Staff CPA at Bredernitz, Wagner P.C. in 1995 and worked there until 1999. Nancy then joined Weidmayer, Schneider, Raham, & Bennett as a Staff CPA from 1999 to 2001. In 2002, they became the Owner of Hartland Tax & Financial Advisors and worked there until 2010.

During their time at Hartland Tax & Financial Advisors, Nancy gained extensive experience in tax and financial advisory services. In 2007, they also took on the role of Adjunct Faculty at Cleary University, where they taught until 2009.

In 2008, Nancy briefly worked as an Independent Education Consultant at Large Retirement Services Corporation.

Since 2010, Nancy has been associated with MissionSquare Retirement, where they have held various positions. Nancy initially joined as a Financial Planning Manager and was later promoted to Senior Financial Planner. In 2020, they took on the role of Senior Financial Planner, which they continue to hold. Additionally, in 2022, they took on the position of Regional Director-East, Retail Retirement, a role they held until 2023.

Overall, Nancy Lange's work experience showcases their expertise in financial planning, tax advisory services, and education.

Nancy Lange, CPA, CFP® attended Walsh College from 1987 to 1992, where they pursued a degree in Accounting, graduating with a B.Acct.

Links

Timeline

  • Senior Financial Planner

    October, 2020 - present

  • Regional Director East Retail Retirement

    June, 2022

  • Financial Planning Manager

    September, 2010