Financial planning analyst
While he may not be in Duluth anymore, Nolan still enjoys spending time outdoors along hiking trails and paths, primarily with his golden retriever, Jasper (pictured above). He also loves spending free time with friends and family, faithfully following local sports teams, and staying in shape at the gym or on a run.
Nolan joined the PrairieView team as a Financial Planning Analyst in May 2022. At PrairieView, Nolan runs behind the scenes analysis to answer clients’ financial concerns. Using an analytical and problem-solving mindset, he assists PrairieView’s wealth managers in developing financial tools and creating financial plans to help clients achieve their goals and aspirations.
Nolan earned his undergraduate degree in Financial Planning and Statistics & Actuarial Science from University of Minnesota Duluth. He participated in the Financial Planning Club at UMD, which fostered his interest in helping others find financial success. He completed his coursework for the CFP® designation and is working towards completing the exam and experience requirement to use the credentials.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
I hope everyone is having an enjoyable summer so far. I’ll do my best to keep it that way by making this update brief so you can return to your summer pastimes.
Most of us have moved from one place to another, perhaps to a different state, as we pursued career opportunities or located closer to family. Inevitably, some things get left behind. This could...
In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different...