TNG Private Wealth

We obsess over our culture because it helps us attract amazing clients and team members who share in our core values (below). They are the guiding principles that make TNG the awesome place it is to work for and work with.

HIGH STANDARDS – We do excellent work for awesome clients—no shortcuts. We’re thoughtful, helpful, and relentlessly effective so others can count on us. We move things forward with quiet confidence and persistent follow-through.

OPEN AND HONEST – We collaborate in a space where clients and team members are both expected to listen openly and speak candidly. We say what we mean, and we mean what we say—it's how we build trust, solve problems, and spark better ideas.

GOLDEN RULE – We treat people the way we’d want to be treated: with clarity, compassion, and curiosity. We seek to understand each other’s lens. We speak directly but kindly, and handle hard conversations with care.

ADAPTABLE – Change is inevitable. We meet it with energy, intention, and a mindset of infinite improvement. We plan thoughtfully and pivot gracefully.

A-TEAM PLAYER – Great teammates make each other better. And when you hire one of us...you hire all of us. We bring the heart and mindset of a championship team—always raising the bar, together.

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Team photo for TNG Private Wealth
Team photo for TNG Private Wealth

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Advisors

Carolyn Nolan

CFP®

Private Wealth Advisor

Chief Executive Officer of TNG Private Wealth
Visit Carolyn Nolan's website

Jennifer Gray

CFP®, APMA, CDFA®

Private Wealth Advisor

Managing Director of TNG Private Wealth
Visit Jennifer Gray's website

Suzanne Regan

CFP®, CIMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Suzanne Regan's website

Lisa Wolf

MBA, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Lisa Wolf's website

Megan Baron Mosholder

CFP®, AAMS, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Megan Baron Mosholder's website

Emma Kerss

CFP®, APMA

Financial Advisor

Operations Specialist
Visit Emma Kerss's website

Joseph Goel

CIMA®

Financial Advisor

Operations Specialist
Visit Joseph Goel's website

Eileen Olson

BFA, CRPC

Financial Advisor

Behavioral Financial Advisor
Visit Eileen Olson's website

Nyrie Ovanessian

Associate Financial Advisor

Visit Nyrie Ovanessian's website

Reilly Jenkins

APMA

Associate Financial Advisor

Visit Reilly Jenkins's website


Team

Debbie Vibert

Debbie Vibert

Client Service Manager,

Office Manager
Stephanie Ulwick

Stephanie Ulwick

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 TNG Private Wealth
LeTian Dong

LeTian Dong

Business Development Director,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP®, ChFC®, RICP®

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