We are overJOYed to welcome Senior Wealth Advisor, Nancy Nawn, CFP(®), CIMA®, RSSA®, MBA to the Mitlin Family!
Nancy’s addition elevates the team and raises the standard for how we serve. She joins us with over two decades of experience and a focus on helping families live with more intention.
Her arrival marks a step forward.
For our team. For the families we serve. And for what comes next.
JOY Brought Her to Mitlin
Nancy built her own firm. But she missed something….
The energy of a strong team. The power of working with people who care about those they serve and each other. When she connected with us, she found that…and more.
“In 2018, I launched my own RIA. It was fulfilling. But I missed the kind of growth that comes from working with smart, empathetic people. Then I was introduced to Larry Sprung and discovered a person and firm that fit me perfectly. Today, I am proud to work alongside Larry and the Mitlin team to deliver families the best experience possible.”
Nancy’s approach aligns with our mission: to help families build a life that reflects what matters most. Her work reflects our belief that planning is personal, and that JOY belongs at the center of it.
She Brings Clarity to Complex Questions
Nancy’s expertise helps people figure out the big stuff; her compassion helps them feel heard.
- What is the most tax-efficient way to save for my child’s education?
- How do I know when I can retire and still live the life I want?
- How can I give to charity in a way that saves me on taxes?
- What should I do before selling my business to protect my wealth?
- What is the best way to make sure my money lasts for future generations?
Nancy provides clear answers, grounded in facts. She enJOYs helping families get organized, make strong decisions, and feel in control of what comes next.
Why Mitlin?
At Mitlin, we lead with: What did you do today that brought you JOY?®
Nancy connected with that immediately. She came here to build meaningful plans for people who want more from their financial life, more alignment, more purpose, and yes, more JOY!
“We are committed to building with intention by bringing in the right people to the team,” said Mitlin founder Larry Sprung. “Nancy fits who we are. She raises the bar and helps us continue to deliver the experience families have come to expect from us.”
Investing in What Comes Next
Nancy is committed to the future of the financial services profession. She mentors college students and funds a scholarship for young people pursuing careers in planning.
Her impact reaches beyond the work she does today. Her work is building a stronger tomorrow.
Planning for JOY Starts Here
Nancy strengthens who we are and how we serve. She wants to know what matters most to you and where you want to go.
That is what growth looks like when it’s built to last.
