Nolan provides personal financial reporting support to our Multi-Family Office clients. He provides assistance to clients requiring personal financial services such as bill paying, monitoring of both traditional and non-traditional assets, bank statement reconciliation, family charitable foundation transactions, tax coordination and processing monthly financial reports. These services are catered to meet each client’s unique family wealth needs.
Nolan earned his Bachelor of Science in Accounting and Operations & Supply Chain Management from Marquette University in December 2018. He passed the Certified Public Accountancy exam in 2020 in Wisconsin. His professional background includes both public accounting and private sector experiences. Nolan’s professional accounting background allows him to serve clients with high degrees of accuracy, integrity and timeliness.