Nolan graduated from North Dakota State University in December 2025. Shortly after graduation he joined our firm as an assistant planner, supporting our advisors as well as the administrative team. He resides in Detroit Lakes, and outside of work, he enjoys spending time with friends and family while taking advantage of the lakes area’s outdoor activities.
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Comprehensive Financial Advisory Services
Our financial advisory services are designed to help you make informed decisions about your money from retirement and tax strategies to estate and education planning so you can build lasting financial confidence.
Retirement Planning
Retirement planning helps you prepare financially for life after work. It ensures you have enough income to maintain your lifestyle and meet future needs.
Tax Planning
Tax planning focuses on reducing your tax liability through smart financial strategies. It helps you keep more of your income while staying compliant with tax laws.
Estate Planning
Estate planning organizes how your assets will be managed and distributed after your death. It ensures your wishes are honored and loved ones are protected.
Education Planning
Education planning helps you save and invest for future educational expenses. It ensures funds are available when needed for college or other learning goals.
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