Focus
David is a financial advisor committed to helping clients align their wealth with their goals through thoughtful, ongoing planning. Because financial needs evolve over time, he takes a personalized, one-on-one approach to designing investment strategies that adapt to life’s changes and keep clients on track toward their objectives.

Background and experience
With over 20 years of experience in financial services, David is dedicated to helping individuals meet their financial needs by developing investment strategies tailored to their long-term goals and risk tolerance. His understanding of the markets – shaped by decades of navigating economic shifts – enables him to help clients build balanced portfolios aligned with their specific objectives.

David holds a Bachelor of Science degree from the University Wisconsin - Stevens Point, along with applicable securities registrations, and has earned the Accredited Asset Management Specialist ® (AAMS®) designation.   

Our Network of Professional Resources
Because your financial situation may at times be complex, our team, with your permission, will work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals including assisting in business succession planning.  In addition to consulting with professionals within Wells Fargo Advisors, we work with external professionals including certified public accountants, attorneys and insurance specialists.

Away from the office
David resides in Stevens Point with his wife, Judie, and their two German Shorthaired Pointers. He is a proud father of three daughters and spent many years coaching their youth sports teams. He enjoys spending time at his cabin up north, where he takes full advantage of the outdoors through hunting, fishing, and snowmobiling. David was actively involved in his community, previously serving on the board for the Red Panthers Girls High School Hockey Team as president, the PWYA Softball board, and the Stevens Point Ice Hawks Girls Hockey athletic board. He also participates in numerous hunting and fishing organizations, reflecting his passion for the outdoors and commitment to youth athletics.

Focus
Ryan is a Financial Advisor dedicated to helping clients meet their financial needs. As life circumstances change, so must the strategies used toward meeting your goals. Such planning is not a single event - it is a process. That is why he works with you, one-on-one, to carefully design strategies targeted to meet your unique needs.

Background and experience
Ryan joined the financial services industry in 2000. He graduated from the University of Wisconsin – Madison earning a degree in economics with strengths in math and finance. In addition to applicable securities registrations, he also holds the Accredited Asset Management Specialist (AAMS®) designation. The AAMS® designation is seen as an industry standard for professionals specializing in asset management.

Ryan draws on the extensive wealth management resources available within Wells Fargo Advisors to structure personalized goals-based plans. He is experienced and passionate about providing every client with comprehensive financial advice and investment management - delivered with the highest level of personal service and professional integrity.

Our network of professional resources
Because your financial situation may at times be complex, our team, with your permission, will work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with professionals within Wells Fargo Advisors, we work with external professionals including certified public accountants, attorneys and insurance specialists.

Away from the office
Ryan is actively involved with his children’s sports. He has coached girls' softball fast pitch teams and volunteered with cub scout programs. When he’s not helping with the children's activities; he spends his time running half marathons with his wife, exploring national parks, fishing, hunting and cooking meals with friends and family.

Focus
Jeremy is a dedicated financial advisor helping clients reach their goals through comprehensive, personalized planning. He takes a holistic approach when working with individuals and families to understand their needs, build long-term relationships, and provide clarity and confidence across all areas of their financial lives.

Background and experience
Jeremy graduated from the University of Wisconsin – Platteville with a bachelor’s degree in business administration, with an emphasis in finance and a minor in accounting. Before becoming a financial advisor, he spent three years as a registered client associate, gaining hands-on experience supporting clients and advisors throughout the financial planning process. This role gave him a strong foundation in client service, investment operations, and financial strategy – skills he now uses to help individuals and families pursue their long-term financial goals with confidence and clarity.

Our Network of Professional Resources
Because your financial situation may at times be complex, our team, with your permission, will work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with professionals within Wells Fargo Advisors, we work with external professionals including certified public accountants, attorneys and insurance specialists.

Away from the office
Jeremy lives in Stevens Point, Wisconsin with his wife, Rachel, and their dog, Sully. He is an active member of Holy Spirit Parish and values time with family and friends. Outside of work, he enjoys staying active through weightlifting, running, and playing golf. A passionate sports fan, he enjoys watching football and basketball. He has a strong appreciation for nature and makes it a priority to visit national parks whenever possible, combining his interests in travel, adventure, and fitness.

Focus
Karen’s goal is to provide our clients with the best possible service in helping our client’s achieve their financial goals.  Together, Financial Advisor David Nolan and Karen’s mission is building long-term relationships based on trust and providing sound professional advice and superior service.  We are fully invested in you.

Background and experience
With more than 25 years of financial services experience, Karen strives to ensure that our clients’ administrative, trading, and operational needs are handled accurately and quickly.

She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Karen started new to the financial industry in July 2000 as a Branch Operations Manager in the Wisconsin Rapids and Stevens Point offices of Wachovia Securities, a predecessor firm of Wells Fargo Advisors.  She earned her FINRA Series 7 & 63 securities registrations in 2001, her insurance licenses in 2003 & 2009, and her FINRA Series 65 registration in 2013.  Karen worked for three years at Associated Investment Services and re-joined Wells Fargo Advisors in August 2014.  

Our Network of Professional Resources
Because your financial situation may at times be complex, our team, with your permission, will work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals.  In addition to consulting with professionals within Wells Fargo Advisors, we work with external professionals including certified public accountants, attorneys and insurance specialists. 

Away from the office
Karen spends her free time with her children and three beautiful grandchildren and also enjoys being outdoors with her camera, crocheting, baking and vacationing with her family.