Nancy Hughes Promoted to Principal/Managing Member
Waypoint Capital Advisors, LLC (WCA) is pleased to announce that Nancy Hughes has been promoted to Principal. In this role, Nancy is supporting efforts to build WCA’s presence and fuel continued growth through meaningful client relationships. She is passionate about bringing order and reason to personal and family financial situations.
A 25-year financial services veteran, she previously merged her firm, Be Financial Wealth Management, with WCA. Nancy earned her bachelor’s degree from UW-Madison and holds her Certified Financial Planning (CFP®) designation. She is actively involved in various nonprofits and currently serves on the Board of Directors at Interfaith Outlook Community Partners.
“We are very excited to have Nancy as part of the management team! She brings wisdom, creativity and a fresh perspective to our strategic decision making. Nancy’s prioritizes client and employee relationships in everything she does. You just can’t teach what she brings to our organization,” said Mark Pletts, Principal/Managing Member.
