TNG Private Wealth

We obsess over our culture because it helps us attract amazing team members and clients who share in our core values (below). They are the guiding principles that make TNG the awesome place it is to work for and work with.

HIGH STANDARDS – We do excellent work for awesome clients. We stand out by being remarkable, helpful, resourceful and effective so that our clients and colleagues can count on us. We are organized and pleasantly persistent to keep things moving forward.

OPEN AND HONEST – We collaborate in a space where team members and clients are both expected to listen openly and speak candidly with one another. We welcome all perspectives as we believe they lead to improvement, innovation, and understanding.

GOLDEN RULE – We treat others how we ourselves would like to be treated. We seek to understand each other’s lens. We expect direct communication but we also recognize that delivering delicate messages is better done with care. We approach issues from a place of curiosity, compassion and collaboration.

ADAPTABLE – We are flexible and welcoming of new ideas, initiatives and ways of doing things. We embrace the notion of infinite transformation in helping us to continuously raise the bar for our clients and team. We prepare, plan and adapt regularly because we know change is inevitable.

A-TEAM PLAYER – When you hire one of us, you hire all of us. We know our contributions are exponentially more impactful when leveraged to support not only ourselves but those around us.

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Team photo for TNG Private Wealth
Team photo for TNG Private Wealth

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Advisors

Carolyn Nolan

CFP®

Private Wealth Advisor

Chief Executive Officer of TNG Private Wealth
Visit Carolyn Nolan's website

Jennifer Gray

CFP®, APMA

Private Wealth Advisor

Managing Director of TNG Private Wealth
Visit Jennifer Gray's website

Suzanne Regan

CFP®, CIMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Suzanne Regan's website

Lisa Wolf

MBA, APMA

Private Wealth Advisor

Visit Lisa Wolf's website

Megan Baron Mosholder

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Megan Baron Mosholder's website

Isabella Wakeman

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Isabella Wakeman's website

Emma Kerss

CFP®

Financial Advisor

Operations Specialist
Visit Emma Kerss's website

Eileen Olson

BFA, CRPC

Financial Advisor

Behavioral Financial Advisor
Visit Eileen Olson's website


Team

Debbie Vibert

Debbie Vibert

Client Service Manager,

Office Manager
Stephanie Ulwick

Stephanie Ulwick

Client Service Specialist

Nancy Pimentel

Nancy Pimentel

Client Service Specialist

Katelyn Charity

Katelyn Charity

Operations Specialist

Liz Ksepka

Liz Ksepka

Operations Specialist

Reilly Jenkins

Reilly Jenkins

Client Concierge

Nyrie Ovanessian

Nyrie Ovanessian

Client Concierge

Sue Wood

Sue Wood

Operations Specialist,

Financial Planning Specialist
Paul Launie

Paul Launie

Business Development Director

Jeana-Rae Kendall

Jeana-Rae Kendall

Practice Manager,

Chief Operating Officer of TNG Private Wealth
LeTian Dong

LeTian Dong

Business Development Director