Meet the Team
Nancy Bean
Nancy Bean is founder and President of Premier Lifestyle Services, LLC, and a professional Daily Money Manager. Her work is inspired by a personal experience: when her dad was diagnosed with cancer, she was faced with the task of sorting bills, scrambling to track down financial details, solving problems, while watching her mom struggle under the weight of caregiving. That experience inspired her to launch Premier Lifestyle Services. By handling the day-to-day financial tasks, she helps clients, their families and friends spend their time on what matters most: love, connection and shared moments together.
Nancy helps people manage their daily financial tasks, saving time and providing peace of mind. Her offerings include bill payment and insurance claims tracking, streamlining cash flow, credit and identity protection, personal and home safety and security oversight, and tax and estate planning consultation and coordination. She also provides private fiduciary services, such as Power of Attorney, Personal Representative, Guardianship, Representative Payee, and Trustee.
With 20 years of experience as a Trust Officer and Client Advisor at a national investment management company, Nancy brings both expertise and compassion to every family she serves. She earned her B.S. in Science and Technical Writing from Purdue University and the Certified Trust and Financial Advisor designation. Active both nationally and locally, Nancy serves as a Midwest Chapter Coordinator for the American Association of Daily Money Managers (AADMM) and proudly serves as a volunteer for Mental Health Awareness of Michiana. She is also a member of the Michiana Estate Planning Council and Elkhart County Estate Planning Council.
Nancy is particularly passionate about serving seniors and individuals with special needs, including those with cognitive disorders, mental illness and dementia. Her background with the National Alliance for Mental Illness as a certified facilitator, trainer and Director of Education provides her with a unique ability to guide families through difficult situations with clarity and empathy. She works with clients across the U.S., with a focus on northern Indiana and southern Michigan.
Nancy lives in Mishawaka, Indiana, and enjoys spending time with her family and friends. She also practices yoga, and enjoys kayaking, reading and traveling.
Susan Haas
Susan Haas is an Assistant Daily Money Manager with Premier Lifestyle Services. She brings a rare combination to the role: a lifelong love of organizing — whether it is the family budget or a cluttered closet — paired with a genuine talent for working with people, numbers and design.
Susan earned her Bachelor of Arts in Visual Communication Design from Purdue University and worked for several years as a graphic designer before shifting her focus to raising her family. She went on to homeschool her two sons from kindergarten through high school graduation, and later helped launch and run a homeschool company — experience that sharpened the same skills she brings to her work today: patience, structure, and an eye for detail.
That path led Susan to Premier Lifestyle Services, where she helps clients manage the day-to-day details of their finances. As more families in our area navigate the challenges of aging, Susan finds real purpose in this work — freeing clients to focus on retirement, health, and the people they love.
Susan lives in South Bend, Indiana, with her husband and two sons. Outside of work, she treasures family game nights, creative projects, and getting lost in a good book.