Nancy D. Dinh, MBA

As a financial professional, Nancy can help you create a personalized financial plan to help you reach your short- and long-term financial goals. We will discuss your current financial situation and your financial goals, and together design a plan customized to your needs. To keep up with the diverse and changing needs of her clients, she attends industry trainings and certification programs to stay informed and up to date.

Nancy enjoys reading, exercise, traveling, and time with friends and family.

Nancy can provide lifetime needs analysis along with objective investment and risk management advice. Nancy develops long-term working relationships with clients, providing financial solutions as they progress through their careers into retirement. As her clients approach retirement, she will provide guidance and counseling to help you maximize your benefits and flexibility.

Nancy takes pride in listening to her clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Nancy will be there to help.

Nancy holds FINRA Series 6, 7, 24, 26, 63, and 65 securities registrations (through Lincoln Investment), life & health insurance, and property & casualty licenses. Red River Wealth Advisors has made retirement planning its specialty, focusing in particular on the needs of individuals, small businesses, and non-profit organizations.

Nancy’s experience in comprehensive financial planning has taught her that effective retirement planning encompasses detailed life-stage planning as well. She has learned that every decision her clients make prior to retirement directly impacts the quality of their retirement. For this reason, Nancy believes that no decision is inconsequential, and no question should remain unanswered.