Episode 38

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Published on:

26th Oct 2018

Wine and Dime Episode 38 - How can we "ServU" with Nancy Williamson

Nancy Williamson

In this episode of Wine and Dime I chat with Nancy Williamson. We chat about the procees of buying a car and some of the things you can do to get the best deal. It was a very informative episode and I think you will find her expertise valuable the next time you go buy that shiny new red car!

Nancy became CEO for ServU Credit Union at the age of 25 and has worked at the credit union for more than 40 years. She started at the credit union in 1973 when the credit union’s assets totaled $500,000 with two part-time employees. Today ServU has greater than $265 million in assets with 108 employees and seven branch offices.

With her “free” time, Nancy volunteers for the VITA (Volunteer Income Tax Program of the IRS), preparing income tax for low/medium income families annually. She has been actively involved in numerous speaking engagements across the state informing the public on financial protection and fraud prevention. She has also served on a number of nonprofit boards, including Family Services Society of Corning and the Corning Community College Development Foundation.

Nancy is married to Paul and has two sons, Mark and Scott. She will say she is known to have held many titles: CEO, treasurer, volunteer, speaker, friend, wife, mother... with her most cherished title that of “Grandma.”

About

ServU Federal Credit Union is a full service financial alternative to a bank. As a member owned financial cooperative, credit unions are not-for-profit. They function to serve their membership. As a result, credit unions are able to pay back higher dividends on savings and charge lower interest on loans. Money that is made by the credit union after overhead is returned to the members as dividends and other financial services. The Credit Union is overseen by a volunteer Board of Directors. These Board members are elected each year by the credit union membership.

Today over 35,000 people in Steuben, Schuyler, Yates and Allegany counties enjoy the benefits of ServU Credit Union membership. We invite you to join these members today - see how you can join!

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About the Podcast

Money Roots
Money Roots with Amy Irvine
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.

In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

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Amy Irvine

Uncorking Amy Irvine!!

If any of you have ever met Amy, you know she is passionate about
three things. Family, Finances, and WINE! This comes through in all
that she does and all that she is. When asked to describe herself she first and foremost states, “I am a wife, a daughter, and hopefully a good friend, who happens to also be a financial planner.” Amy holds a Master’s Degree in financial planning and is a Certified Financial Planner TM , Enrolled Agent, Certified College Financial Consultant, and a Financial Wellness Coach with over 25 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC), which started in 2016 and has grown to include 6 other planners and 2 part-time staff members. Amy is definitely “doing it her way” and has been recognized by her financial planning colleagues as being a “disrupter,” a title she holds close to her heart and is proud of.

Uniquely, at the age of 44, she decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.
On her website it states, “I love what I do, but I also very much enjoy warmth, good
conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.”
In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.”
Many of you may know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting it’s sixth year!
To round out her volunteering passion, she often provides financial education to the
community through the financial management program of Cornell Cooperative Extension of Steuben County, she serves on the board of Faith-in-Action of Steuben County, volunteers for various Fund For Women of the Southern Tier events, works with the finance committee of the Arts Council of the Southern Finger Lakes, and serves on the board for the Corning Painted Post Historical Society (also known as Heritage Village).
In her downtime, you’re likely to find her with a glass of red wine from one of the many Keuka or Seneca Lake wineries that she highlights in her Wine and Dime Podcast.