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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 was raised in a small town in southern Illinois where she learned to value integrity, hard work and relationships. She graduated from Eastern Illinois University’s Lumpkin School of Business with a bachelor’s degree in finance as well as minors in pre-law and entrepreneurship. Her career in financial planning began by completing the courses required to sit for the CFP® exam. Her prior professional experience includes interning at Stifel Financial in St. Louis, MO as well as Boyer and Sappenfield Investment Advisors in Arcola, IL.

At DeRose Financial Planning Group, Nina helps the financial planners design customized and comprehensive financial plans that reflect each client’s specific needs. Some of her specific responsibilities include inputting data into our advanced financial planning software, acting as a client liaison as we build the financial plans, developing design strategies, updating existing plans for annual reviews, researching insurance and investment products, collaborating with clients and attorneys to facilitate the estate planning implementation process, and working with clients to ensure action items are being completed. She is in her fifth year with DeRose FPG.

Nina also has her Illinois Life & Health licenses, along with her Series 7 & 66 licenses. She is also proud of being one of the 23.3% females and 5.5% under age 29 CFP® professionals.

Nina lives in River West in Chicago with her longtime boyfriend, Mike, and her adorable yellow lab, Zion. Her hobbies include reading, watching movies - her favorites are psychological thrillers and comedies, creative writing, listening to music from every decade and genre, practicing yoga, playing sand volleyball, playing soccer and skiing. Nina is a huge foodie. If possible, her plate would always be filled with pasta and seafood - paired with a glass of wine, of course.

*Nina maintains her CFP® certification and only provides administrative services to LFA financial planners and professionals. While she is licensed as a registered representative of LFA, she acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an LFA client.