Retirement / Team
Meet The Architects
With more than four decades of experience in the financial industry, The Architects are the brains behind the Blueprint and the grey matter behind your financial matters. They bring a wide range of diverse experience from across the industry. Their specializations in different fields of finance have given each of them a unique, individual perspective which, collectively, has culminated in the Retirement Blueprint, a non-traditional and highly effective retirement strategy that ensures your lifestyle beyond employment.
• Life Insurance Strategies
Jonathan oversees the operations of the Retirement division. He ensures everything is running smoothly, so our clients receive the best service possible. Jonathan has a bachelor’s degree in Business Administration with a concentration in Finance.
Client Services, Sr. Associate
Jennifer works with our advisors and clients in the retirement division, ensuring accuracy and client satisfaction. She has worked in the banking and finance industry for 17 years. In addition, she is a commissioned notary public.
Client Relations, Associate
Kelsey is the first and last point of contact for our Noble Capital’s retirement clients. She helps to coordinate between our clients, advisors and the back office, as well as bringing new clients into the fold.