The Team

The Nolan Group
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Thomas Nolan

Thomas Nolan

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits

Education

MBA, Marquette University, 2002- 2004, B.S. in Finance, Marquette University, 1998-2002, Diploma, St Viator HS, 1994-1998
CA Insurance #0I61285 AR License #8154826

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Our Staff

Ximena A Montero, MBA

Ximena A Montero, MBA

Registered Operations Leader

Eileen Brownworth

Client Service Associate

Christina Price

Christina Price

Client Service Coordinator

Marketing Specialist

Kyle Hazen

Registered Client Service Associate