The Nolan Group

Our Unique Ability

We obsess over culture because 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 women.

We hold regular strategic team meetings and hold each other accountable to the entrepreneurial mindsets and behaviors we need to dedicate to this culture because everything that happens "Front Stage" for our clients must be supported by excellent "Back Stage" teamwork.

Value Proposition to Our Clients:

We work to build lasting personal and professional relationships with our clients. Our vision is to maintain an intimate client base to help ensure clients get the attention they deserve. We seek to understand what our clients want from life as well as what they want to avoid. In doing so, we help our clients pursue their goals, build wealth and help them grow their financial confidence in the future. We help to reduce stress and provide clarity for clients so that they may get more return on life. Our commitment is to offer proactive service meetings designed to provide true holistic financial planning, organization, education, accountability and investment management needed to help clients reach the goals that are important to them. We listen, we collaborate, we execute.

We are here to help clients live the life they’ve earned. When you have the right financial advisor, life can be brilliant.


Advisors

Carolyn Nolan

Carolyn Nolan

Private Wealth Advisor

Visit Carolyn Nolan's website
Jennifer Gray

Jennifer Gray

Financial Advisor

Visit Jennifer Gray's website
Lisa Wolf

Lisa Wolf

Financial Advisor

Visit Lisa Wolf's website
Eileen Holzman

Eileen Holzman

Financial Advisor

Visit Eileen Holzman's website

Team

Kirsten L. Puntiri

Kirsten L. Puntiri

Financial Planning Specialist

Katie Caplinger

Katie Caplinger

Financial Planning Specialist

Qualifications

  • CFP®
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Lis Truong-Marchetto

Lis Truong-Marchetto

Financial Planning Specialist

Suzanne Regan

Suzanne Regan

Financial Planning Specialist

Qualifications

  • CFP®
  • CIMA®
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Stephanie Lang

Stephanie Lang

Client Relationship Manager

Qualifications

  • Notary Public, State of Massachusetts
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Nancy Pimentel

Nancy Pimentel

Client Service Specialist

Liz Ksepka

Liz Ksepka

Client Service Specialist