With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Jason Nardella

ChFC®, CRPC, CLTC®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Jason Nardella Visit Jason Nardella's website


Our team

Sara R. Yocum

Sara R. Yocum

Client Relationship Manager,

Paraplanner

Personal Intro

Sara has been with The Nardella Financial Group since 2010 and outside of work she enjoys going to the gym and traveling with her family.

Qualifications

  • Bachelor's of Business Administration with a major in Marketing from Central Michigan University.
  • Series 7 Licensed.

Roles & Responsibilities

  • Trade Execution
  • Client Service Requests
  • Business Reporting
  • New Business
  • Market Research
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Megi Xhakaj

Megi Xhakaj

Financial Planning Specialist,

Paraplanner

Personal Intro

Megi has been with The Nardella Financial Group since 2014 and outside of work she spends her time working out, being active with her 3 dogs, and attending her son's football games. She also enjoys summer vacations back to her home country of Albania.

Qualifications

  • Financial Planning Qualified Professional®

Roles & Responsibilities

  • Data Collection for Financial Plans
  • Creation and Analysis of Planning Outlook Tools
  • Roll-Overs
  • Client Service Requests
  • Market Research
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Lauren Robidoux

Lauren Robidoux

Financial Planning Specialist,

Insurance Specialist

Personal Intro

Lauren has been with the Nardella Financial Group since 2018 and when she isn't at work, she is busy chasing around her 2.5-year-old, Rhett. Born and raised in the Chicago Suburbs for 27 years before relocating to Naples, she enjoys trips back home to visit life-long friends and family.

Roles & Responsibilities

  • Creation of Client Financial Analysis Deliverable
  • Insurance: Proposals, Applications, Reprojections
  • Estate Settlements
  • Client Service Requests
  • Market Research
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Courtney Carey

Courtney Carey

Client Service Coordinator

Personal Intro

Courtney has been with The Nardella Financial Group since 2020, and outside of work she enjoys running and trips with family. She is getting ready to welcome her first child, a son due March 2023!

Roles & Responsibilities

  • Client Service
  • Scheduling
  • Meeting Preparation and Follow-Ups
  • Account Reporting/Tracking
  • Market Research
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