Team profile

We Are...

Women-Led: Our leader, Carolyn Nolan, CFP® Private Wealth CERTIFIED FINANCIAL PLANNER™ practitioner, and her business partner, Jennifer Gray, CFP® Private Wealth CERTIFIED FINANCIAL PLANNER™ practitioner are two financial planners and moms who bravely and compassionately lead our team. The Nolan Group is not however women-only, as we greatly respect and adore our male teammates and clients.

We Keep It Real: The advisor you get in your meeting is the same person you run into at the grocery store, so we don’t feel the need to dress or speak overly fancy in our interactions with our partners…our advisors let their accredited designations speak for themselves.

We Get Things Done (while having fun): We work hard, continuously striving for excellence in what we do for the people we collaborate with. We don’t confuse efforts with results; we get stuff done. And we have a blast while doing it.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Awards & recognition

  • The Nolan Group, Forbes Best-in-State Wealth Management Teams, 2023