As the president and owner of Family Focus Financial Group, Kathleen Nolan is committed to listening first, then helping to guide her clients in a collaborative effort to help them work toward stability, managed growth and independence with their financial strategy that matches their family values.
A veteran of the financial industry since 1975, Kathy’s career has spanned many areas of finance. She has earned the LUTCF (Life Underwriter Training Council Fellow) insurance designation. She has passed the Series 65 exam and holds her health and life insurance license. Today, Kathy maintains her insurance practice and the fiduciary standard of an Investment Adviser Representative with AE Wealth Management, LLC.
Kathy believes that in today's investment world, a team approach is the best way to help people protect and grow their life savings, and she has the ultimate respect for the years of hard work it takes to acquire one's wealth. In an effort to plan holistically, Kathy’s encourages partnering with professionals such as attorneys and CPAs to coordinate strategies for tax and estate planning issues.
Kathy is especially passionate about empowering women to become engaged in their financial lives. She is also actively involved in her community and serves on the Board of Directors and as fundraising chair for CASA of Ocean County, a 501(c)(3) charitable organization.
When not serving her clients, Kathy celebrates life with her husband of 37 years, two sons, two amazing grandchildren and several close friends. She is a published writer and enjoys travel, dancing and the beach. Contact Kathy here.
As vice president, CFO and co-owner of Family Focus Financial Group, Sean is responsible for the company’s overall management. A 2005 graduate of Savannah College of Art and Design, Sean uses concept development and his attention to detail to optimize business operations and marketing. Sean joined the world of small-business ownership in 2007 after becoming a licensed life and health insurance producer in the state of New Jersey.
Sean also provides clients as another financial professional to assist clients with their insurance needs - often lending another outlook with innovative ideas and time-tested concepts. Our clients take comfort in knowing that Sean is Kathy's succession plan and is there for them and their families when needed. Sean realizes that one financial professional cannot cover all the bases and that managing a client's wealth is a team effort.
To quote Sean, “Just like a painting with all of its preparation and planning steps, a client’s financial picture cannot be achieved until everything is addressed. It is crucial to know which steps come before the others to ensure that an overall lasting picture can be completed.”
Sean is a lifelong resident at the Jersey Shore, married to a wonderful teacher and has two awesome kids. Contact Sean here.
Ashley is a key member of the Family Focus Financial Group team. In addition to her role as executive assistant, she is also responsible for maintaining our pledge for excellent client service. Ashley is a licensed life insurance agent in the state of New Jersey and is knowledgeable about many phases of the financial planning process.
Ashley is very passionate about empowering women of all ages to become confident and knowledgeable about their own personal finances. Contact Ashley here.
Kelly joined the Family Focus Financial Group team in 2015 as the director of marketing. A recent graduate of Rutgers University, Kelly lends a fresh approach to marketing, event coordination and client engagement. Her previous work in both nonprofit and small-business settings have helped her to realize her passion for making a positive impact on the lives of others. Kelly sees the value and importance of developing close relationships with each client. She believes it is not only essential to help inform our clients, but also to become informed about them.
As the hospitality ambassador, Kelly is your first point of contact at Family Focus Financial Group. She is committed to making all of our guests feel at home and ensure they benefit from their time with us. She also engages current clients and guests through various marketing strategies, events, social media outlets, newsletters and seminars. Kelly strives to optimize the way Family Focus Financial Group communicates and engages with guests and clients. She loves working with Family Focus Financial Group because it enables her to bring her strong family values to work with her every day. Contact Kelly here.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Family Focus Financial Group are not affiliated companies.
Legal documents and counsel as well as tax advice are available through our independent consultant, Pasquale L. Givelekian, Esq., CPA.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.