Nancy D. Riedel
		BenefitsTree, LLC Owner / Founder and Managing Principal

Nancy brings over 30 years of experience in institutional trust employee benefits and asset management, leadership, and client relationship management to BenefitsTree.

Based on Nancy’s extensive work experiences, she founded BenefitsTree to meet the consumer demand for an alternative to the single-sourced benefits and financial solutions offered by captive representatives.  As Nancy likes to say, "…We are not a one-trick pony! … It is all about choices … your choices.  BenefitsTree delivers customized benefits and financial strategies to our clients by drawing on a broad-based industry of solutions. These choices are possible due to the relationships we have with many world-class companies and various alliance partners."

In the years prior to founding BenefitsTree, Nancy worked with Fortune 500 companies on trust administration and asset management of their employee retirement benefit plans (qualified and nonqualified plans).  As part of a senior management team at a leading national financial institution, Nancy had responsibilities in the high-visibility Fortune 100 and Fortune 500 arenas of:

• New Business Development

• Client Relationship Management and Administration, and

• Staff Training and Development.

Nancy's credentials include B.A.S degrees in Business Administration and in Accounting and Management, in addition to being a licensed Life and Health Insurance Agent, and an Investment Advisor Representative.  See Disclosures for additional licensing information.

Her commitment to families and the business community is exemplified through her participation in various not-for-profit, chamber, business associations, and professional organizations.  Accomplishments include:

• Owner / founder and Managing Principal of BenefitsTree, LLC

• Investment Advisor Representative

• Atlanta Area Compensation Association (AACA) Member

• Duluth Chapter of Kiwanis Member and past Board Member

• Duluth Merchants Association (DMA) Member

• Johns Creek Chamber of Commerce Member

• National Women In Pensions Member

• Society of Human Resource Managers (SHRM-Atlanta) Member.