As an Advisor – Investment Strategist, Noel works with individuals and families to develop and implement custom financial life plans to help them achieve their short- and long-term goals. Noel combines his background in the arts with his knowledge and passion for finance to effectively communicate complex financial concepts and bring clarity and understanding to his clients’ lives. As a member of JNBA’s Investment Committee, he collaborates with colleagues and assists clients in developing investment strategies that help meet their objectives.
“Clarity and understanding are crucial when pursuing your goals and aspirations. As an advocate, I will provide objective, holistic, and personalized advice to help clients plan for the future. My goal is to empower clients to make confident decisions that will have a lasting positive impact on their lives.”
Noel has over 11 years of experience in the financial services industry. Prior to joining JNBA, he spent six years as a financial advisor and co-branch manager at a small Twin Cities wealth management firm. He also served as an investment advisor representative at a firm in Wisconsin.
Noel has a Bachelor of Fine Arts degree in Graphic Design, with minors in Art, Economics, and Foreign Studies from the University of Minnesota Duluth (UMD). He is a Certified Financial Planner™ professional.
When not at work, Noel enjoys traveling with his wife, son, and daughter. His hobbies include cooking, baking, and reading.