Nishann earned her Bachelor of Science in Agricultural Business from Colorado State University in Fort Collins, CO. She is also a proud holder of the Advisor for Women™ Certificate, reflecting her commitment to empowering women in financial planning and wealth management.

Professional Journey
Since stepping into the financial services industry in 2016, Nishann has dedicated herself to serving hundreds of families with diligence and care. Her career began as an intern, quickly progressing to Jr. Partner of a 20-year financial practice—a testament to her passion and capability.

As a military spouse, Nishann embraced the unique challenges of her role, taking her expertise overseas and serving as a Military Spouse Advisor Council Representative. In this position, she mentored other military spouse advisors, fostering resilience and excellence in client service.

After returning stateside, Nishann joined Craft Wealth Services, where she continues to make a meaningful impact by providing personalized financial planning solutions.

Key Accomplishments

• Promoted to Jr. Partner within a respected 20-year financial practice.

• Served as Military Spouse Advisor Council Representative, championing the success of military spouse advisors.

• Earned the Advisor for Women™ Certificate, highlighting her expertise in serving women’s financial needs.

• A defining moment in her career was earning the trust of a family member as a financial advisor—a personal milestone affirming her dedication and skill in the profession.

Professional Philosophy
Nishann’s approach to wealth management is rooted in building strong, trusting relationships. As a fiduciary and lifelong financial partner, she prioritizes understanding her clients on a personal level—their values, passions, and aspirations. She sees herself not only as an advisor but also as an accountability partner and cheerleader, guiding clients through life's milestones with proactive planning and education.

By emphasizing frequent communication and tailored strategies, Nishann ensures her clients feel empowered and prepared, no matter how life evolves.

Areas of Expertise

• Wealth Management for Women: Empowering women to achieve financial confidence and independence.

• Charitable Giving: Developing generosity-focused financial strategies.

• Legacy and Wealth Transfer Planning: Helping families create lasting legacies.

• Agricultural and Land Planning: Specialized expertise in land and resource management.

Personal Interests
Outside of work, Nishann finds peace in the outdoors and giving back to her community. She’s an avid hiker, having conquered Colorado’s fourteeners and Mt. Fuji, and enjoys horseback riding, including colt-breaking at the iconic 6666 Ranch.

Nishann volunteers actively at her church, contributing to roles like the Welcome Team and Kids’ Ministry. She also serves as an Education Assistant for Olive Branch Education, supporting 6th and 7th-grade math students.

Contact Information
For professional inquiries, please reach out:
Email: nishann@craftwealthservices.com
Office: 615.428.2210

For more information on Nishann LaNata’s professional qualifications and services, visit the SEC’s Investment Adviser Public Disclosure (IAPD) website.