The Nolan Group

We obsess over culture because we believe it helps attract amazing employees who are truly dedicated to our team’s outstanding client service model. Our culture is a passionate, fun, spunky, positive, and organized group of people that share in our core values.

Our Core Values are our small set of timeless guiding principles that define our culture and what makes our team unique!

Our Core Values:

  • High Standards - We stand out by being remarkable, helpful, resourceful and effective so our clients and colleagues can count on us. We are organized and pleasantly persistent with our clients to help keep moving them forward.
  • Open and Honest - We believe that openly exploring mistakes and weaknesses is a good thing that leads to improvement and innovation. That being said, we must keep in mind the next guiding principle on how we deliver that message.
  • Golden Rule - You already know this one! We also seek to understand – look at the situation from the other person’s point of view and recognize that it takes time to change habits.
  • Adaptable - We are receptive to new ideas and new initiatives. We know we must prepare, plan, and adapt because change is inevitable.
  • Team Player - Everything is earned by being useful to other people through your talents, your intelligence, your creativity, and your contributions.

Advisors

Carolyn Nolan

Carolyn Nolan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Carolyn Nolan's website
Jennifer Gray

Jennifer Gray

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jennifer Gray's website
Lisa Wolf

Lisa Wolf

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Lisa Wolf's website
Katherine Caplinger

Katherine Caplinger

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Katherine Caplinger's website
Suzanne Regan

Suzanne Regan

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Suzanne Regan's website
Kirsten L Puntiri

Kirsten L Puntiri

Financial Advisor

Visit Kirsten L Puntiri's website
Eileen Holzman

Eileen Holzman

CLTC®, ChFC®

Financial Advisor

Visit Eileen Holzman's website
Harish Dang

Harish Dang

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Harish Dang's website
Larry Panzeri

Larry Panzeri

Financial Advisor

Visit Larry Panzeri's website
Amanda Johnson

Amanda Johnson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amanda Johnson's website
Emma Kerss

Emma Kerss

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Emma Kerss's website

Team

Debbie Vibert

Debbie Vibert

Practice Manager

Kate Charity

Kate Charity

Client Service Coordinator

Nancy Pimentel

Nancy Pimentel

Executive Assistant

Liz Ksepka

Liz Ksepka

Client Service Specialist

Paul Launie

Paul Launie

Business Development Director

John Stevens

John Stevens

Intern