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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

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

If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”

– John Quincy Adams

4oz tequila + 1oz TripleSec + 2oz lime juice + 1oz simple syrup (sugar=water), 1 cup crushed ice. Shake + dance around the kitchen.

– Avenida Margarita

If you do not tell the truth about yourself
, you cannot tell it about other people.”

– Virginia Woolf

I always maintained that the greatest obstacle in life isn’t danger, it’s boredom. The battle against it is responsible for most of the events in the world — good or ill.”

– Dr. Evelyn Vogel, Dexter

If it isn’t good, let it die. If it doesn’t die, make it good.”

– Ajahn Chah

Education is not the filling of a pail, but the lighting of a fire.”

– William Butler Yeats

We never know how high we are
 till we are called to rise;
 And then, if we are true to plan,
 Our statures touch the skies.”

– Emily Dickinson

We are perfectionists. We are hungry to work all the time. We are entertained by every aspect of business and we never want to stop working.”

– Suzy Welch

Pain is inevitable. Suffering is optional.”

– Dalai Lama

What would you attempt to do if you knew you could not fail?”

– Magical

Always bear in mind that your own resolution to succeed is more important than any one thing.”

– Abraham Lincoln

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

– Albert Schweitzer

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

– Chinese Proverb

Nothing is a mistake. There’s no win and no fail. There’s only make.”

– Corita Kent

Some things are destined to be—it just takes us a couple of tries
to get there.”

– J.R. Ward, Lover Mine

If we all did the things we are capable of doing, we would literally astound ourselves.”

– Thomas Edison

Whosoever knows how to fight well is not angry. Whosoever knows how to conquer enemies does not fight them.”

– Lao Tzu, Tao Te Ching

Life shrinks or expands in proportion to one’s courage.”

– Anais Nin

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

– Steve Jobs

It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.”

– Charles Darwin

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

Think of yourself as on the threshold of unparalleled success. A whole, clear, glorious life lies before you. Achieve! Achieve!”

– Andrew Carnegie

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

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

– Steven Schussler

The young man knows the rules, but the old man knows the exceptions.”

– Oliver Wendell Holmes Jr., U.S. Supreme Court justice

An entrepreneur tends to bite off a little more than he can chew hoping he’ll quickly learn how to chew it.“


– Roy Ash, co-founder of Litton Industries

No longer talk at all about the kind of man a good man ought to be, but be such.”

– Marcus Aurelius Antoninus

The good ideas are all hammered out in agony by individuals, not spewed out by groups.”

– Charles Brower, Advertising Hall of Fame

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

– Lewis Carroll

Ripeness is all.”

– William Shakespeare

We need to learn to set our course by the stars, not by the lights of every passing ship.”

– General Omar Bradley

Great minds discuss ideas. Average minds discuss events. Small minds discuss people.”

– Eleanor Roosevelt

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

– T.S. Eliot

A man who strikes first admits that his ideas have given out.”

– Chinese Proverb

Remember that it’s okay to ask for help when you’re stumped, because sometimes you really can’t be expected to handle everything alone.”

– Martha Beck

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

– Edgar W. Howe

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

Confidence is the most important thing you can teach someone… if you can teach them confidence, you don’t have to teach them anything else.”

– Vin Diesel

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

– Booker T. Washington

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

– Anita Roddick, founder, The Body Shop

It is easier to fight for one’s principles than to live up to them.”

– Alfred Adler

You don’t go into a field that requires cracking people’s heads open or operating on something as delicate as the spinal cord unless you are comfortable with taking risks.”

– Dr. Ben Carson

In three words I can sum up everything I’ve learned about life: it goes on.

– Robert Frost

As your desire is, so is your will. As your will is, so is your deed. As your deed is, so is your destiny.”

– Brihadaranyaka Upanishad

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

– James Madison

There’s nowhere you can be that isn’t where you’re meant to be…”

– John Lennon

The only dream worth having is to live while you’re alive and die only when you’re dead.”

– Arundhati Roy

That which does not kill us makes us stronger.”

– Friedrich Nietzsche

If you think you are too small to make a difference, try going to sleep with a mosquito in your room.”

– A wisdomism