Financial Advisor & Insurance Analyst

Nolan graduated with honors from Texas A&M’s Honors Business Program in 2011. He earned a unique degree that provides a solid foundation for Accounting, Marketing, and Finance. He then worked as a Comptroller in a small business before joining the team at Oak Financial. The group servicing of alternative investments, business insurance, and asset transfer are invaluable to his growth as a professional. This approach exposes Nolan to complicated cases in the business world. Nolan also performs as the compliance officer for the group. He enjoys working with small businesses, and looks forward to learning more innovative ways to help business owners meet their goals.

Licensing and Designations

Life & Health Insurance. Property & Casualty Insurance. Group Medical. Disability. Series 7, 24, 51, and 66 securities licenses

Second Degree Black Belt… Mixed Martial Arts & Self defense, Yoga Instructor