by Kelly Petersen | May 7, 2024 | Financial Insight, Nold Bryant Updates
Check out our latest white paper: The 401(k) Dilemma! You’ve probably logged into your company’s 401(k) portal at one point or another to adjust your contributions. Maybe you’ve noticed the lesser-known Roth 401(k) option alongside the traditional...
by Kelly Petersen | Mar 27, 2024 | Financial Insight, Nold Bryant Updates
In our ongoing effort to effectively support your needs, we periodically send out surveys. Last July, we sent you a survey with the goal of helping our team members get to know you better. Now, we’re reaching out with a new survey to ensure we’re...
by Kelly Petersen | Jan 30, 2024 | Nold Bryant Updates
Meet our newest team member! We are excited to introduce you to Hunter Rich, Associate Wealth Planner. Hunter joined our practice in September 2023 and has been busy learning the ropes ever since. Hunter will join Laura, Christian, and me working collaboratively as...
by Kelly Petersen | Nov 14, 2023 | Nold Bryant Updates
Exciting News! I am pleased to share that Christian recently achieved a remarkable milestone: He passed the CFA exam and is now a CFA charterholder! The CFA designation is the highest standard of professional excellence in the investment management profession and one...
by Kelly Petersen | Jul 10, 2023 | Nold Bryant Updates
As your dedicated financial advisory team, it’s always a pleasure to assist you throughout your financial journey. Our conversations often revolve around happy memories, significant milestones, or challenging events, ensuring we address your financial needs during...
by Kelly Petersen | Apr 20, 2023 | Nold Bryant Updates
We are proud to introduce you to our newest member of Nold Bryant! Meet Wealth Planner, Laura Holthaus, MSFP, CFP®, RICP®. A St. Joseph native, she is happy to be serving local clients in the community again. With 13 years of collective advisory experience, Laura...
