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 he serves. He also plays an active role in growing the firm, connecting with prospective clients through networking and thoughtful outreach.

Kyle's approach is grounded in a simple idea: a financial plan should leave a client in the most favorable position possible given their specific goals and circumstances. He works to make sure every recommendation fits into that bigger picture, rather than treating any single decision in isolation.

Why He Does This Work

Kyle has always been drawn to the moment a financial conversation shifts from uncertainty to relief. He has sat with clients who walked in carrying real concerns, unsure whether their goals were even realistic, and watched that weight visibly lift once they understood the plan in front of them. That moment, helping someone see a clear and opportunity for a path forward, is what continues to drive him. For Kyle, the work is not just about positioning a portfolio well. It is about helping people pursue the most optimal version of their financial picture and and strive to feel the relief that comes with finally knowing where they stand.

Background

Before moving into financial services, Kyle spent time in the logistics industry from 2009 to 2014, an experience that sharpened his ability to manage moving parts and keep complex processes on track. He transitioned into financial services shortly after and has been building his career in the industry since.

Kyle holds the Chartered Retirement Planning CounselorSM designation and the Accredited Portfolio Management Advisor^SM designation. Both reflect his continued focus on retirement-focused planning and disciplined portfolio management on behalf of his clients.

Education

B.S. in Construction Management, Northern Arizona University

Outside the Office

Kyle has been married to his wife, Catherine, since 2009, and together they are raising three daughters, Hadley, Campbell, and Eloise. Family time is at the center of life outside the office, and weekends are often spent together enjoying the outdoors.

When Kyle gets a chance to step away, you will likely find him on a golf course or out on the lake. Both have become favorite ways for him to unwind and spend time with family and friends.