The Team

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 moms.

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.

Our Advisors

Carolyn Nolan

Carolyn Nolan

Private Wealth Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

Bachelor of Arts, Georgetown University 2004
CA Insurance #0F88522

VISIT MY WEBSITE

Jennifer Gray

Jennifer Gray

Financial Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Boston University School of Management, BSBA
CA Insurance #0H47005

VISIT MY WEBSITE

Our Staff

Kirsten L. Puntiri

Kirsten L. Puntiri

Financial Planning Specialist

More about me...

Roles & Responsibilities

  • Trades & Transaction Requests
  • New Account Setup
  • Incoming Account Transfers & Rollovers
  • Client Meeting Follow Up
Stephanie Lang

Stephanie Lang

Client Relationship Manager

More about me...

Qualifications

  • Notary Public, State of Massachusetts

Roles & Responsibilities

  • Events and Marketing Coordination
  • Client Scheduling and Client Communications
  • Ameriprise.com Technology and Client Tools Support
Suzanne Regan

Suzanne Regan

Financial Planning Specialist

More about me...

Qualifications

  • Certified Financial Planner™
  • Certified Investment Manager Anaylst™

Roles & Responsibilities

  • Analysis and Updating of Client’s Personal Goal Trackers
  • Execution of Financial Plan Recommendations
  • Coordinating Social Media and Marketing
Katie Caplinger

Katie Caplinger

Financial Planning Specialist

More about me...

Qualifications

  • Certified Financial Planner™

Roles & Responsibilities

  • Trades and Transaction Requests
  • New Account Setup
  • Incoming Account Transfers and Rollovers
  • Client Meeting Follow Up