The Leadership Team at Nold Bryant Planning & Investments is responsible for setting and executing the strategic vision of the company. This team ensures that all operations align with our core values of planning, integrity, and prioritizing our clients' best interests. They oversee the integration of services offered, managing key business functions such as investment strategies, operational efficiencies, market positioning, and client-focused financial planning. Their collective expertise supports the long-term financial success and stability of our clients.
Andree Mohr
Chief Implementation Officer
Ann Swartz
Chief Operations Officer
Becca Zophin
Chief Marketing Officer, Intou...
John Pastore
Senior Vice President
Matt Ackermann
Chief Content Officer
Ray Lucas
Senior Vice President Of Finan...
Rob Brown
Chief Investment Officer
Stephen Kolano
Managing Director, Investments
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