Meet Our Team
Nolan Goslee
Owner, Partner, Financial Advisor
Nancy Courser CLTC, CSFP®
Partner, Health Insurance Advisor
Robert Courser, CFP ®
Partner, Financial Advisor
Nolan consults with clients on a daily basis performing portfolio reviews and preparing income plans. Nolan emphasizes continual due diligence within all areas of retirement planning, especially the need for a retirement plan to be adaptable to changing rules and regulations. Nolan believes all clients should be treated with integrity, honesty, and respect when handling their financial future.
Nancy is an independent life and health insurance professional. She has 16 years of experience in Medicare, Long Term Care, Dental, Vision, Hearing, Hospital Indemnity, and Critical Illness. Nancy teaches community education classes titled "Medicare Made Simple." When you put together your retirement plan, it is important to consider how your healthcare needs and expenses will change as you grow older.
Ron has 27 years of experience in the financial services and insurance industry. He is responsible for the investment choices and developing investment and retirement income plans that appropriately meet your needs. As a member of the Ed Slott Elite Advisory Group and the HS Dent Advisors Network, Ron believes strongly in continuing professional education.
Lindsey Seitz
Client Services Manager, Wealth Management
Lindsey serves as our client's main contact for financial service-related requests, ensuring efficient and effective results. She works closely with our advisors, Ron and Nolan, to direct all service-related aspects of the client relationship, including transfers, distributions, account paperwork, and special requests. Lindsey has over 15 years of experience in the industry.
Lauren Kent
Client Services Manager,
Health Insurance
Lauren works with Nancy to ensure an excellent experience for their clients. In addition to scheduling Nancy's appointments, she organizes educational seminars, assists with insurance accounts, and oversees Nancy’s website. She is licensed in Medicare, Medigap, Medicare Advantage plans, and other ancillary health-related products.
Kristin Rocheleau
Associate, Health Insurance Advisor
Kristin works as an independent agent with clients educating them on Medicare choices. Working along side Nancy she will be doing the same role. Working with Medicare, Medigap, Medicare Advantage, Part D plans, Individual Health Plans, Life Insurance and Final Expense Insurance. She will also be hosting seminars and webinars to educate on a variety of insurance topics.
Taylor Ashley
Administrative Assistant
As an administrative assistant, Taylor works side by side with Ron and Nolan scheduling and organizing their schedules and appointments. In addition, she oversees event planning, digital marketing, and maintains our client database.
Cherie Veen
Administrative Assistant
Cherie supports our office operations. She inputs and manages client data, assembles seminar folders, and sends out mailings and greeting cards.
Ed Slott’s Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, passed bi-annual examinations on material covered at conferences and in webinars, and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment succes