Nolan is our Vice President of Operations and Director of Services. Nolan works with clients to help them develop a financial plan and strategy for managing their wealth over time. Nolan excels in relationship building, and genuine interactions with clients. He likes to help people feel at ease while making major decisions which impact their lives. Nolan’s focus is on behavioral neuroscience and psychology, In his experience, behavioral neuroscience and psychology helps him go beyond avoiding emotional responses, instead his preference is to emphasize understanding and leveraging emotional responses into appropriate strategies. The clients Nolan aims to serve are those that are looking for guidance beyond knowing they want to make or keep money. Nolan looks to help clients connect with other professionals they may need in their lives as well as be an overall generational advisor for families. Nolan helps clients by being a bridge and point of contact for people who may not know who to reach out to in town when serious, impactful times in life take the touch of a professional.
Nolan is a non-producing registered representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Nolan is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.