Nancy Kaufman

Background

About Nancy Kaufman

About Me As a native of Dallas, Texas, I have been surrounded by family and friends all of my life. In 1979, I married Tony Kaufman and together we raised two daughters, Ariel and Taryn. Ariel and husband, Shawn, live in Columbus, OH, where they are raising our three granddaughters. Taryn lives and works in Denver with our "grand dog”, a Miniature Schnauzer. I enjoy playing tennis and pickleball. I love cooking, baking, and reading. As a Financial Advisor with expertise in Personal, Estate, and Advanced Planning, my mission is to assist you in achieving your financial goals. I make a conscientious effort to know my clients – to cultivate and develop a trusted relationship so I understand your priorities and objectives. I will work with other key members of your team – Attorneys, CPAs, and Money Managers - to achieve your long-term objectives. I have joined Triumph as a Succession Affiliate, to provide my clients with access to a high-quality team known for its expertise. This strategic merger not only enhances the quality of services available to my clients but also ensures sustained continuity for them in the years ahead. Since graduating from Southern Methodist University with a degree in business, I have represented Northwestern Mutual, 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 people’s lives. I am a lifetime member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Additionally, I am a mentor for young women professionals in financial services, helping them to achieve success and build their professionalism. Personal Philosophy As a Northwestern Mutual Financial Network Representative, in all situations, I will make those recommendations which I would do for myself and my family if faced with a similar situation. By matching your needs with innovative solutions, we will achieve a high-quality insurance program with a financial planning focus. I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect from myself. Specialties To learn about my specialties, visit my website at