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.
In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.
Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the...
