Nolan is part of our brain trust developing and analyzing financial plans for Summit clients. Our team relies on Nolan for his wizardry with our planning software and his ability to model just about anything on a spreadsheet. Nolan is also responsible for some of our due diligence on the investment committee of the firm, and shares his insights regularly with our advisor team.
Nolan is a proud recipient of a BA in Economics from the University of California, Berkeley.
He currently resides in San Francisco with his beautiful wife, Nancy. Away from work, he loves to hike (currently training for the John Muir Trail!) ride his motorcycle, cook, volunteer and sing praises. One of his favorite pastimes is to be in the company of friends and family playing the ukulele late into the night.
Check the background of this firm on FINRA BrokerCheck