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Nolan Dietel,
CFP®
Vice President, Client Relationship Manager
Chicago, IL
A first-generation college student, he enjoys seeing clients’ uncertainty transform into confidence through innovative strategies, collaboration, and excellent service.
Helping clients become more financially literate by translating the complex, wide-ranging financial industry and its many uncertainties into comprehensible information and achievable goals.
Previously held roles as a Senior Financial Planning Analyst, Financial Planning Analyst, and Associate Wealth Manager at PrairieView Partners where he served high-net-worth clients by providing in-depth analyses in financial planning, investment management, tax planning, and estate planning.
Enjoys spending his free time with friends and family, trying new restaurants, and going on walks with his golden retreiver, Jasper. He also follows all Minnesota sports teams and stays active in the gym or by going on runs.
B.B.A., Financial Planning, University of Minnesota—Duluth; B.S., Statistics/Actuarial Science, University of Minnesota—Duluth
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Brennan Fontana
Senior Vice President, Advisor-Client Matchmaking
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Brennan Fontana
Senior Vice President, Advisor-Client Matchmaking
By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.