Nolan Financial Grows While Remaining True to Founding Principles

comment : 0

Bethesda, Maryland – July 10, 2014: Nolan Financial, a leading provider of the custom design, communication, funding and recordkeeping of nonqualified retirement plans and Bank Owned Life Insurance (BOLI) consulting, is pleased to announce a series of new hires.  The additional team members will help grow and expand Nolan Financial’s footprint and service its national client base.

“We continue to experience strong growth as the popularity of Nonqualified Retirement Plans and Bank Owned Life Insurance increases,” said Michael E. Nolan, President and CEO of Nolan Financial.  “Our newly expanded team, will help grow our business while remaining true to Nolan Financial’s founding principles.  It is important that we provide exceptional, high-touch service to our clients so they still receive the personalized attention that they deserve.”

Richard Essig joins Nolan Financial as the Vice President of Business Development and Corporate Strategy.  Mr. Essig will drive the growth, scalability and expansion of Nolan Financial with responsibility for commercial operations and long-term strategic planning.  Prior to joining Nolan Financial, Mr. Essig spent 12 years in a variety of commercial leadership roles within the pharmaceutical industry spanning R&D, sales, marketing, and corporate strategy.   He has been a visiting faculty member and lecturer in the business department at West Chester University of PA and executive mentor at the Alfred Lerner College of Business at the University of Delaware.  Mr. Essig holds a Bachelor of Science in Microbiology from West Chester University of PA, Master of Science in Finance from University of Delaware, and Master of Business Administration from The Fuqua School of Business at Duke University.

Christine Nolan is a Marketing Specialist working to internally support the marketing and sales function of Nolan Financial. Ms. Nolan focuses on providing marketing material for all services Nolan Financial provides.  Prior to her business career, Ms. Nolan performed on Broadway and throughout the country as a professional actor. She is currently on the Marketing and Sales Committee as a member of the Women’s Engagement Forum and a member of AALU (Association of Advanced Life Underwriting). In addition, she is a member of NACD (National Association of Corporate Directors), AAUW (Association of American University Women) and serves as a Board Member of Nolan Financial.  Ms. Nolan has Bachelor of Fine Arts in Theater with a Minor in Music and Business Management from the Boston Conservatory.

Roman Amdemichael joins the Nolan Financial team as an Account Analyst. In Ms. Amdemichael’s new role, she will focus on enrolling new plan participants as well as handling and auditing financial transactions for plan participants.  Ms. Amdemichael brings with her years of client service experience as a Staff Accountant and Payroll Administrator. Ms. Amdemichael has a Bachelor of Science in Business Administration/Management from Lindsey Wilson College.

Jason Stinner is an Account Representative.  In this position, Mr. Stinner assists with annual plan enrollments and client reviews.  Additionally, he completes participant transaction audits and performs quarterly statement and report audits. Previously, Mr. Stinner worked as a Project Analyst for a well-respected property management firm. He attended the University of Maryland where he earned a Bachelor of Science in Economics.

Gigi Soloman also became a member of the Nolan Financial team as an Account Representative, where she assists with the daily recordkeeping of Nonqualified Deferred Compensation Plans (NQDC). In this position, Ms. Soloman processes deferrals for numerous NQDC plans and audits daily transaction reports.  Previously, she worked in accounting while earning her Bachelor of Science in Accounting from the University of Pittsburgh at Johnstown.

Becky Leonard also joins Nolan Financial as an Administrative Assistant.  She has a strong administrative background with exceptional people skills.  Ms. Leonard formerly held various administrative positions throughout her career, most recently at Cornerstone Financial Partners.

 


About Nolan Financial

For more than twenty years, Nolan Financial has specialized in the custom design, enrollment, funding and administration of non-qualified retirement plans for the benefit of the senior executives of mid to large size public, private and tax exempt organizations. Nolan Financial is a national practice with offices in Maryland, Pennsylvania, North Carolina and Texas and is affiliated with Lincoln Financial Advisors Corp. For more information about Nolan Financial, visit www.nolanfinancial.com.

Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors Corp. Lincoln Financial Advisors does not offer legal or tax advice. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Branch Office: 6720-B Rockledge Drive, Suite 140 Bethesda, MD 20817. CRN-963746-070914