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Nancy Hartsock, Financial Advisor and Financial Planning Specialist

COLUMN = FINANCE

Nancy Hartsock is a financial advisor and financial planning specialist with The Hasenberg Group at Morgan Stanley Smith Barney in Washington, DC. She specializes in wealth management, financial planning, and multi-generational family work.

During her years in the financial services industry, she has helped her clients reach their wealth goals through hard work and a common sense approach to successful investing. Nancy began her career in the financial services industry with AXA Advisors, LLC in 2001 prior to joining Smith Barney in 2005.

At both firms, Nancy has led her colleagues in completion of financial plans for her clients. Prior to her career as a financial advisor, she worked for 25 years in the health care industry, with the last 10 years in senior management as a business owner.

She earned a Bachelor’s of Science degree in Psychology and English from Southern Illinois University and Master’s of Science degree in Rehabilitation Counseling from the Rehabilitation Institute at Southern Illinois.

Originally from Illinois, Nancy has lived in the District of Columbia area since 1998. She and her fiancé, Russell Moore, MD, have been together for 15 years. Outside of the office, she loves travel, fine wine, art, opera, and reading.

Nancy has served her communities for over 35 years through her commitment to several nonprofit organizations. She has served on the boards for two battered-women’s shelters, a music conservatory, and a historic preservation and economic development organization. She is currently on the board of directors of the Dupont Circle Village and is serving as the treasurer for the board of directors of the Dupont Circle Citizens Association.

About Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

For more information visit www.fa.smithbarney.com/hasenberg

You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing.”

– Maya Angelou

Do you believe it is important to give back some portion of your wealth to support charitable causes?”

– Steven Schussler

Try not to become a man of success but rather try to become a man of value.”

– Albert Einstein

If your success is not on your own terms, if it looks good to the world but does not feel good in your heart, it is not success at all.”

– Anna Quindlen

Try not to become a man of success but rather to become a man of value.”

– Albert Einstein

You don’t love someone because of their looks or their clothes or their car. You love them because they sing a song only your heart can understand.”

– L.J. Smith

There is a crack in everything, that’s how the light gets in.”

– Leonard Cohen

The goal of Life is to make your heartbeat match the beat of the universe, to match your nature with nature.”

– Joseph Cambell

It is only when the mind is free from the old that it meets everything anew, and in that there is joy.”

– J. Kristnhamurti, The First and Last Freedom

Instead of loving your enemies, treat your friends a little better.”

– Edgar W. Howe

The awakening to the mystery of life is a revolutionary event; in it an old world is destroyed so that a new and better one may take its place.”

– J.J. Van Der Leeuw, The Conquest of Illusion

A people who mean to be their Governors must arm themselves with the power which knowledge gives.”

– James Madison

Destiny is not a thing to be waited for, it is a thing to be achieved.”

– William Jennings Bryan

We are all faced with a series of great opportunities brilliantly disguised as impossible situations.”

– Charles R. Swindoll

Only those who will risk going too far can possibly find out how far one can go.”

– T.S. Eliot

If you limit your choices only to what seems possible or reasonable, you disconnect yourself from what you truly want, and all that is left is compromise.”

– Robert Fritz

That man is richest whose pleasures are the cheapest.”

– Henry David Thoreau

The man who acquires the ability to take full possession of his own mind may take possession of anything else to which he is justly entitled.”

– Andrew Carnegie

Almost anyone can start a community, but it takes real talent and commitment to get people to show up and keep coming back.”

– Andy Sernovitz

It is not in the stars to hold our destiny but in ourselves.”

– William Shakespeare

How do you stay resilient? It’s about momentum. Like riding a bicycle. If you stop you fall over. So I keep pedaling.”

– Diane Lane

Once you find something you love to do, be the best at doing it.”

– Debbi Fields, Mrs. Fields Cookies

A great secret of success is to go through life as a man who never gets used up.”

– Albert Schweitzer

I may not be able to change what takes place, but I can always choose to change my thinking.”

– Michelle Sedas

There is only one success – to be able to spend your life in your own way.”

– Christopher Morley

Nobody talks about entrepreneurship as survival, but that’s exactly what nurtures creative thinking.”

– Anita Roddick, founder, The Body Shop

This is the age when magical technologies make more and more radically fun ideas plausible, even easy. You’re only limited by your creativity.”

– Martha Beck

Luck is what happens when preparation meets opportunity.”

– Seneca

‎Excellence is to do a common thing in an uncommon way.”

– Booker T. Washington

Let yourself be silently drawn by the strange pull of what you really love.”

– Jalaluddin Rumi

There is little success where there is little laughter.”

– Andrew Carnegie

Acknowledging the good that you already have in your life is the foundation for all abundance.”

– Eckhart Tolle

You’ve got to be willing to crash and burn. If you’re afraid of failing, you won’t get very far.”

– Steve Jobs

A man without a smiling face
 should not open a shop.”

– Chinese Proverb

The fixity of a habit is generally in direct proportion to its absurdity.”

– Marcel Proust

If you wish success in life, make perseverance your bosom friend, experience your wise counselor, caution your elder brother, and hope your guardian genius.”

– Joseph Addison

If you were independently wealthy and never had to work a day in your life, would you still choose to spend your time attempting to become a successful entrepreneur?”

– Steven Schussler

‎That which grows fast withers as rapidly; that which grows slowly endures.”

– J.G. Holland, novelist

Change is a math formula. Change happens when the cost of the status quo is greater than the risk of change.”

– Alan Webber, author, "Rules of Thumb"

Do not say, ‘why were the former days better than these,’ for it is not from wisdom that you ask this.”

– Ecclesiastes, 7:10

The only way to compel men to speak good of us is to do it.”

– Voltaire

Speaking more than one language is no longer just an asset in today’s job market; it is a requirement.”

– Tom Adams, CEO, Rosetta Stone

I can’t go back to yesterday—because I was a different person then.”

– Lewis Carroll

What is the point of having free will if one cannot occasionally spit in the eye of destiny?”

– Jim Butcher, White Night

When you are asked if you can do a job, tell ‘em, ‘Certainly I can!’ Then get busy and find out how to do it.”

– Theodore Roosevelt

History is a relentless master. It has no present, only the past rushing into the future. To try to hold fast is to be swept aside.”

– John F. Kennedy

Passion makes perfect.”

– Eugene Biro

The quality of your life is directly related to the amount of uncertainty you can comfortably live with.”

– Tony Robbins

Letting go of expectations is a ticket to peace. It allows us to ride over every crisis—small or large—like a beach ball on water.”

– Martha Beck

I’m not afraid of storms,
for I’m learning to sail my ship.”

– Louisa May Alcott