Nan Reichel brings over 45 years of wealth management experience to the Fundamental Wealth Advisors team. After receiving her undergraduate degree from the University of Minnesota and her certification as a paralegal from the Institute of Paralegal Training in Philadelphia in 1977, Nan started her career as an Estate, Trust, and Tax paralegal. Through managing the assets of multimillion-dollar estates and trusts, Nan learned to not only listen and solve more than just financial problems for clients, but she also compassionately served people when they were in vulnerable points in life. Equipped with an understanding of how to navigate through estate, trust, and tax issues, Nan has a unique skill set to help clients pursue their financial goals.
In the fall of 1995, Nan moved to College Station with her family and began working in the Trust & Investment Department of the First National Bank of Bryan. She obtained her Series 7 registration in 1997, and, together with Foster, began building client relationships within the Bryan-College Station community. Nan and Foster have been together for over 32 years and have developed a service and relationship-oriented approach for meeting the needs of their clients. Attention to detail, problem solving, and holistic vision are prerequisites Nan values to ensure that people are cared for over the years of a strong, long-lasting partnership.
Nan is married to Jim Heilman, a retired professor at Texas A&M University, and together, they have a blended family with six children, all of whom graduated from A&M Consolidated High School. They have been blessed with six grandchildren. Nan and Jim travel to mountains around the globe as often as possible with hiking poles and backpacks; the Swiss Alps and Gimmelwald, Switzerland stand out as favorite destinations. They are members of St. Thomas Episcopal Church, season ticket holders for Aggie football, and exercise their love for the arts through their support of OPAS, the Brazos Valley Symphony Orchestra, and the Brazos Valley Chorale. Nan has graduated from the 2000 Leadership Brazos program, chaired the Junior LB program, served on the board of directors for Keep Brazos Beautiful, and volunteered in various other community organizations.