“People tell you the world looks a certain way. Parents tell you how to think. Schools tell you how to think. TV. Religion. And then at a certain point, if you're lucky, you realize you can make up your own mind. Nobody sets the rules but you. You can design your own life." – Carrie Ann Moss
Nolan grew up in Plymouth, MN and attended Wayzata high school. He went on to attend Iowa State University where he earned his Bachelor of Science with a double major in Finance and Accounting. Nolan developed a passion for the Finance industry in school and wanted to help make a positive difference in people’s lives through financial planning. Nolan joined our team in 2023 and is currently a Relationship Manager. Nolan’s primary focus is supporting client’s needs and making sure that they are met in a timely manner.
In his free time, you will find him golfing, walking his dog, and exploring new places throughout Minnesota.
Three favorite words: Compassion. Genuine. Peace.
You might bump into me...
- Golfing at one of the surrounding Twin Cities courses.
- On a run with my rescue dog Zeus.
You might catch me eating...
- Exploring new restaurants around the Twin Cities.
- Grilling chicken, burgers, or brats in the summer time.
My whole life, I have always gotten fulfillment in helping people out in any way I could. My parents taught me growing up the concept of financial responsibility and have instilled motivation in helping others regardless of who they are. I have been working since the age of 16 in order to achieve financial peace of mind throughout my whole life. I love that I can help clients obtain peace of mind and help them accomplish their financial goals. I love seeing clients accomplish things they have dreamt about their whole lives, and I love assisting clients throughout their financial planning journey.
Live it List.
- Travel to Banff, Canada during the summertime
- Travel to Ireland and explore my Irish heritage
- Take a backpacking trip through Europe
- Visit every US state
- Visit every national park in the United States
Bachelor of Science from Iowa State University - Majors in Finance and Accounting