Kevin Nolte, CPA, CFP®

Manager of Advanced Planning

Kevin is the Manager of Advanced Planning working to provide tailored solutions to all clients to help them progress towards their financial and strategic goals. Kevin brings a creative and resourceful attitude, as well as years of experience in the private wealth space.

Kevin’s career began at Ernst & Young (EY), where he worked in EY’s Wealth and Asset Management Assurance group for four years. In this role, Kevin’s clients included many Chicago-based private equity funds, hedge funds, and family offices. After leaving EY, Kevin managed a single family office, where he built out the office and assisted the family in their business ventures. In this role, Kevin oversaw over $500 million in assets. He gained extensive experience in many areas such as creating optimal estate structures, valuing complex assets, and modeling the potential distributions for liquidity needs. In this role, Kevin successfully navigated many of the complex circumstances faced by ultra-high-net-worth individuals and families.

Kevin grew up in Whitefish Bay, Wisconsin and graduated Cum Laude from Marquette University with a degree in business administration, majoring in both Accounting and Information Technology. While at Marquette, Kevin was invited to join the National Jesuit Honor Society, Alpha Sigma Nu, as a testament to his academic success and commitment to service. He also received his Master of Science in Accounting from Marquette University. He is a licensed Certified Public Accountant (CPA) in Wisconsin and Illinois and is currently pursuing the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.

Kevin lives in Elmhurst with his wife Mimi and their golden doodle. He enjoys traveling to Northern Wisconsin, participating in Chicago recreational sports leagues, and spending time with friends and family. Kevin is an auxiliary board member of the Big Shoulders Fund and a shareholder of the Green Bay Packers.