The Nolan Group

Our Unique Ability

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, spunky, positive, and organized group of people.

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 their wealth and help them feel more confident in their financial future. We focus on helping 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 strategies needed to help clients pursue 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

Jennifer Gray

Jennifer Gray

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jennifer Gray's website
Larry Panzeri

Larry Panzeri

Financial Advisor

Visit Larry Panzeri's website
Kirsten L Puntiri

Kirsten L Puntiri

Financial Advisor

Visit Kirsten L Puntiri's website
Carolyn Nolan

Carolyn Nolan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Carolyn Nolan's website
Amanda Johnson

Amanda Johnson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amanda Johnson'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
Emma Kerss

Emma Kerss

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Emma Kerss'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

Team

Debbie Vibert

Debbie Vibert

Practice Manager

Kate Charity

Kate Charity

Client Service Coordinator

Nancy Pimentel

Nancy Pimentel

Executive Assistant

Sue Wood

Sue Wood

Financial Planning Specialist

Liz Ksepka

Liz Ksepka

Client Service Specialist

Paul Launie

Paul Launie

Business Development Director

Jeana-Rae Kendall

Jeana-Rae Kendall

Business Development Manager

John Stevens

John Stevens

Intern