Nancy has appeared on CNBC and has had articles in The Huffington Post, Lears and Elite magazine (China) and was on the cover of the American Philanthropy Magazine’s first issue in 2014. She has been quoted in a Fortune article and has been a speaker at many financial seminars.

In 2012, she created The Heiser Group’s financial series “Women Leaving a Legacy” and “The Legacy Speaker Series” held throughout the year.   Nancy was a council member on the 100 Women in Hedge Funds Leadership Council at UBS and is an "Angel" member. Currently she is a council member on the "100 Women in Finance Leadership Council". 

Nancy founded and chaired for six years the New York Chapter of Save the Children. She served as a board member for The Resource Foundation and is a supporter of Relief Riders International, riding from village to village in India to visit school children. When not working with clients, Nancy is a teacher for students covering Financial Literacy.

She earned her CIMA® designation ( Certified Investment Management Analyst)  in 1995 and received her master’s degree from the University of Southern California. In 2019 she earned her CEPA designation ( Certified Exit Planning Advisor ) continuing her focus on assisting business owners transition their business and personal life.

She has lived in several foreign countries and while in Japan was a blue ribbon winner in the Tokyo Horse Show. Currently, Nancy lives in Manhattan.

Licenses and services —Series 7 Securities Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Advisor Law; Licensed life and health insurance agent; annuity sales, retirement plan consulting, CIMA® (Certified Investment Management Analyst®).

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, NC, NJ, NY, OH, OK, PA, SC, TN, TX, VA, VT, WI

Nicole (Nikki) Kerstner joined the Alpha Legacy Wealth Management Group in October 2019 as a Client Service Associate with prior experience in the financial industry with UBS at the Wealth Advice Center. Nikki's responsibilties with the Alpha Legacy Wealth Management group range from addressing client's daily account service needs, to overseeing the groups operational and administrative functions.

Nikki was born and raised in California, and recently moved to the east coast. She graduated from California State University, Chico with a B.S. in Health Science.

She loves spending her free time with friends and family. She enjoys the beach, playing guitar, and discovering new spots in New York City.

Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, TN, TX, VA, WA

Keyrn has been with the Alpha Legacy Wealth Management group for 4 years as a Registered Client Associate. Over the last 16 years he has worked in the financial industry where he holds his Series 7, 31, 63, 65 and Life Insurance licenses.

In 2016 he earned his certification as a CFP®

Keyrn is a graduate of Hunter College with a BA in Psychology. He is an avid sports fan specifically soccer and track and field.

Registered States:
CA, CT, FL, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WY