Your Financial House: May 2011

Meet the team:

Kathleen A. Nolan, R.I.A.R., is a Registered Investment Advisor Representative* with over 35 years of experience in the financial services industry.
She is President and Founder of Family Focus Financial Group; a family run independent Financial, Estate, Insurance, Investment, and Retirement Planning firm located in central New Jersey.
Kathy is a national mentor for Women Financial Professionals, contributing writer for the County Woman newspapers, and member of the National Ethics Association.

The other members of the Family Focus Financial team are:

Sean Nolan - Vice President and Licensed Producer.
Sean joined Kathy in early 2007 to form Family Focus. Having Sean on board lends a mind fresh with new ideas and concepts, and provides another professional to service client needs. As a young professional he is constantly seeking the knowledge needed to do business ethically and within a fiduciary manner.
"My goal is to be constantly learning and keeping up with our ever-changing tides. Above all, honesty and integrity are firmly planted in my value system and 'Do no harm' is something I live by every day. It's so exciting and challenging to be part of such an honorable profession and I look forward to helping the children and grandchildren of our clients for many years to come."

Tom Boles - Licensed Producer.
A graduate of Utah State University with a B.A. in Business Administration and a U.S. Navy Veteran, Tom brings a wealth of knowledge to the team. As a licensed professional with extensive experience, Tom is able to employ a variety of strategies to build and maintain his clients' financial security. Over the last 20 years Tom's specialties developed around retirement, income/distribution and wealth transfer planning.

His objective at Family Focus is to help clients protect their estates financially and pass more of their assets on to their children.

Ashley Meyerhoff - Licensed Producer and Office Administrator
Ashley attended Montclair State University pursuant a degree in International Business and French. She joined Family Focus Financial Group in 2009 as an assistant and recently became involved with financial planning, life insurance and final expenses planning.

Your Financial House

Wednesday, May 11, 2011

Rest In Peace Friend