Kevin Nolte, CPA, CFP®

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 managing liquidity needs. In this role, Kevin successfully navigated many of the complex circumstances faced by ultra-high-net-worth individuals and families.