My Quote

“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

My Story

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 why...

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

Our Team