Thomas (Tom) Nolan helps people aged 50 and older build retirement plans that actually make sense to them. As President of Nolan Wealth Management, he brings together retirement income planning, investment management, and tax planning strategies into one coordinated approach, rather than treating each as a separate decision made in...
Kyle Hazen works directly with clients to build and deliver financial plans designed with a goal to hold up over time. As a Financial Advisor at Nolan Wealth Management, Kyle leads quarterly reviews to keep each client's plan current and serves as a steady point of contact for the clients...
Julie Crotty is often the first voice clients hear when they call Nolan Wealth Management, and one of the most important. As Client Service Manager, Julie manages the details that keep every client relationship running smoothly. She handles new client onboarding and account setup, processes money movement requests, executes trades...
Monica Pulver keeps the day-to-day of Nolan Wealth Management running smoothly, from the first phone call a prospective client makes to the small touches that keep current clients feeling cared for year after year. As Operations Manager, Monica schedules initial consultations for new clients and prospects, coordinates monthly client meetings...
