“My clients love the idea of having a ‘personal chief financial officer,’ or ‘CFO’ — one person to take care of coordinating all of their financial and retirement needs,” Nolan says. “Since I formed and own my own RIA, I have been held to a fiduciary standard since August 2014.”

 

Nolan obtained his insurance license and got his start in the industry in 1994, just one month after he turned 18.

 

“My father and mother taught me early in life the value of being self-employed, and my father’s best friend was a financial professional who mentored me,” Nolan says.

 

Nolan’s father passed away suddenly from a heart attack at just 49 years old. This tragic and sudden experience led Nolan to discover his purpose in life — to help others have an enjoyable retirement that his father was never able to experience. Nolan also lost his brother and mother unexpectedly, so he recognized that though life isn’t always a smooth or easy ride, planning ahead can help through difficult circumstances.

 

Over his two-decade career, Nolan has specialized in several facets of retirement planning, including the distribution of retirement savings, transitioning into retirement, asset reallocation, estate and legacy planning, and multigenerational plans.

 

Nolan has passed the Series 7, 24, 63 and 65 securities exams. He holds insurance licenses in life, casualty, health, property, and variable annuities.

 

He has an associate degree in financial management technology from Owens College. In addition, Nolan’s advice has appeared in The Toledo Free Press and Senior Market Advisor Magazine and on NewsRadio 1370 WSPD, among others.

 

In 2016, Nolan, along with a group of other professionals, formed Peak Reps, LLC. This company owns Peak Brokerage Services, Blackridge Asset Management, and Top Advisors Group. All three of these companies provide back-office support and operations for licensed financial professionals across the United States. In 2017, Nolan helped launch The Peak Performance Series, which is a live training program for financial professionals held every four months. This program helps advisors share their best-of ideas so that we can deliver those solutions to our clients.

In 2018, Impact Partnership, a premier insurance marketing organization, chose Nolan to launch their agent training program. This program, the 12 Points of Impact, provides a monthly business- building idea and planning process to help advisors provide outstanding operations and solutions for their local clients.

 

Nolan married his high school sweetheart, Karen. They live in Waterville, Ohio, with their two sons. The family enjoys traveling, Boy Scouts, golfing, and boating, and attends Cedar Creek Church. The perfect winter weekend for the Bakers is watching their boys play youth hockey at Bowling Green State University.