About

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 in 1998 and the Certified Trust and Financial Advisor designation in 2007.  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, with her English Shepherd, Bongo. Outside of work, she enjoys spending time with her mom and sister, attending concerts and events with friends, taking daily walks with Bongo, and tackling DIY home projects.  She also practices yoga, and enjoys kayaking, reading and traveling.