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NinaMaria D. Byrd, CFP®

NinaMaria D. Byrd, CFP®

Senior Financial Planning Coordinator

“Everyone has goals that they want to be able to achieve for themselves or those closest to them whether it is funding their children’s education, growing their wealth, retiring when they want to, or having the ability to leave money to their children or grandchildren and the amazing part of my job is that I get to be apart of helping them reach those goals.”

Nina grew up in southern Illinois and went on to further her education at Eastern Illinois University. She graduated from Eastern Illinois University’s Lumpkin School of Business with a bachelor's degree in finance as well as obtaining minors in pre-law and entrepreneurship. During her time at Eastern, she became well prepared for a career in financial planning by completing the courses required to sit for the CFP® exam. During her time in school she worked as a compliance intern at Stifel Financial in St. Louis as well as a financial planning intern at Boyer and Sappenfield Investment Advisors in Arcola, IL.

At DeRose Financial Planning Group, Nina helps with designing customized and comprehensive plans that are unique for each client’s specific needs. Some of her specific responsibilities include inputting data in our advanced financial planning software, acting as a client liaison as we build the financial plans, developing design strategies, and updating existing plans for annual reviews. She also is responsible for preparing implementation schedules and incorporating recommended strategies to tailor the specific needs of each client.

Nina has her Illinois Life & Health licenses, along with her Series 7 & 66 licenses.