Gain peace of mind through our individualized approach to financial wealth management.
We will tailor your investments and manage your portfolio to meet your goals, minimize taxes and help you feel financially prepared. While you stay focused on your goals, we will take care of the details. Our team has the skills and experience to address the most complex and evolving needs of our clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the center of everything we do, and we will tailor our approach to your unique needs.
A lot has changed for me in the 34 years I have been a financial planner, from technology, government programs and market dynamics to name a few. All the new learning and keeping on top of changes has kept me young. One thing that hasn’t changed is my desire to put people first, always. What I do is all about planning, planning for people and responding to their needs. Client’s drive their plan, and our clients are why I still love this career after 34 years.
I am lucky to have seen the benefit of what we do helping people to achieve their financial goals. As the daughter of a financial planner I have been around it all my life. I have seen how financial planning always pays off in the long run and the impact it makes over time. I take that personal experience and passion into the plans I create for our clients.
The 21 years I have been working in our practice have flown by and I have seen so many special times in our clients' lives. I take pride in knowing we have always been there to help them with their financial goals. From a client’s big day of retiring, their children starting university, or reaching a savings goal for a dream purchase they had been planning for years. All of those moments have made for a rewarding career taking care of our clients.
I am excited to be a part of Nolin and Associates. Financial planning knowledge and understanding is not something one learns overnight. To be around this depth of financial planning knowledge within this practice advances my skillset everyday. I look forward to applying my business background to help bring greater opportunities and service levels to clients.
