The Nolan Group

We obsess over our culture because it helps us attract amazing team members and clients who share in our core values. Our core values (below) are the guiding principles that make The Nolan Group an awesome place to work with:

HIGH STANDARDS – We stand out by being remarkable, helpful, resourceful and effective so that our clients and colleagues can count on us. We are organized and pleasantly persistent to keep clients moving forward.

OPEN AND HONEST – Whether things are going great or could be better, we always tell it like it is, and we encourage all to do the same. We also welcome all perspectives. We are committed to direct and sincere communications, as we believe it leads to improvement, innovation, and understanding.

GOLDEN RULE – We treat others how we would like to be treated ourselves. We seek to understand by trying to look at situations from the other person’s point of view, recognizing that it takes time to change habits.

ADAPTABLE – We are flexible and welcoming of new ideas, initiatives, and ways of doing things, as we embrace the notion of continued transformation in helping us to continuously raise the bar for our team and clients. We know we must prepare, plan, and adapt regularly, because change is inevitable.

TEAM PLAYER – When you hire one of us, you hire all of us. Our intelligence, talents, creativity and contributions are exponentially more impactful when leveraged to support not only ourselves but those around us.

close

Team photo for The Nolan Group
Team photo for The Nolan Group

View Larger


Advisors

Advisor photo for Emma Kerss

Emma Kerss

CFP®

Financial Advisor

Operations Specialist
Visit Emma Kerss's website
Advisor photo for Carolyn Nolan

Carolyn Nolan

CFP®

Private Wealth Advisor

Chief Executive Officer of The Nolan Group
Visit Carolyn Nolan's website
Advisor photo for Jennifer Gray

Jennifer Gray

CFP®, APMA

Private Wealth Advisor

Managing Director of The Nolan Group
Visit Jennifer Gray's website
Advisor photo for Lisa Wolf

Lisa Wolf

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Lisa Wolf's website
Advisor photo for Suzanne Regan

Suzanne Regan

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Suzanne Regan's website
Advisor photo for Isabella Wakeman

Isabella Wakeman

CRPC

Associate Financial Advisor

Visit Isabella Wakeman's website
Advisor photo for Eileen Olson

Eileen Olson

BFA, CRPC

Associate Financial Advisor

Visit Eileen Olson's website


Team

Debbie Vibert

Debbie Vibert

Client Service Manager,

Office Manager
Stephanie Ulwick

Stephanie Ulwick

Client Service Specialist

Nancy Pimentel

Nancy Pimentel

Client Service Specialist

Katelyn Charity

Katelyn Charity

Operations Specialist

Liz Ksepka

Liz Ksepka

Operations Specialist

Sue Wood

Sue Wood

Operations Specialist,

Financial Planning Specialist
Paul Launie

Paul Launie

Business Development Director

Jeana-Rae Kendall

Jeana-Rae Kendall

Practice Manager,

Chief Operating Officer of The Nolan Group