Nancy Bockelman began her career with LPL in 2003 at the behest of a former mentor and LPL advisor who knew she had a stronger left brain than she realized. It was not long before she was hooked on the complexities of the ever-changing financial industry. In 2004 she passed her Series 6 and 63 exams and spent the next 10 years assisting and supporting LPL Advisors in Sonoma County. In 2013 Nancy joined the team at JL Schneider & Associates full-time.
With her extensive knowledge of LPL’s back office software platform, reporting systems and processes, Nancy thrives on using her keen and comprehensive problem solving skills to assist both clients and the firm. She is meticulous and very detail-oriented assuring the consistency and accuracy of all our work product. She takes great pleasure in getting to know our clients and her favorite part of the job is the conversations she gets to have with them along the way.
Nancy was born and raised in Pennsylvania. She holds a bachelor’s degree in Environmental Studies and is a former Yellowstone Park Ranger. In 2000 she moved to California where she lived for the next 17 years, hugging trees and sailing on the San Francisco Bay. In 2017 she and Paul, her life partner, moved to the east coast of Florida, and like all great stories, it’s too long to tell here. Nancy works remotely continually amazed at the technology that allows her to do so. When she is not behind the desk, you will find her and Paul on the trails, on the beach or on the water.