Nancy Springgate

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Nancy Springgate; BBA, MST, CPA, CFP, Mamber

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Nancy has over 30 years of public accounting experience including employment with Deloitte and Ernst & Young. Nancy specializes in individual financial planning including retirement planning, stock option planning, income tax planning, education planning, and wealth accumulation planning. She also manages a significant small to medium business client base and consults on tax and accounting issues associated with growing companies and ventures.

A 1983 graduate of the University of Michigan, Nancy holds a bachelors degree in business administration with a concentration in accounting. In 1987, Nancy received her Master of Science Degree in Taxation with high distinction from DePaul University. In 2001, Nancy successfully passed the Certified Financial Planners Examination and is a CFP in good standing.

Nancy's current community involvement includes serving as President of the Kalamazoo Institute of Art and Girl Scout leader to Troop #683.  Past board involvements include finance committee member of Kalamazoo Civic Players, treasurer and board member of the Arts Council of Greater Kalamazoo, treasurer and board member of the SLD Center, and board member of Junior League of Kalamazoo, Heritage Community of Kalamazoo, MRC Industries, Inc., Pretty Lake Vacation Camp, and Kalamazoo Symphony Orchestra.

Nancy's professional organization involvement includes past treasurer and member of Professional and Executive Association of Kalamazoo. She also an active member of the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and the Financial Services Professionals Association.

Nancy is also a native of Kalamazoo and is a 1978 graduate of Msr. John R. Hackett High School. Nancys family includes her husband, Pete Kushner, daughter, Anna, dog, Trixie, and cats, Marrakesh and Dottie.

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