Our Team
Our Team
Meet Your Advisors
Nolan holds the Enrolled Agent designation and maintains multiple professional licenses across investment, tax, and insurance areas. This breadth of credentials means we can address questions that typically require calling three different professionals. When a client asks about the tax implications of a withdrawal strategy or how insurance fits into their estate plan, we can provide informed guidance on the spot.
Nolan Venable
Founder, Financial Advisor, Tax Advisor & Insurance Advisor
nolan@wealthadvisorsoffice.com
Dennis Vallejo
Insurance Advisor
dennis@insuranceadvisorsoffice.com
Joseph Sonnier
Insurance Advisor
joseph@insuranceadvisorsoffice.com
Mackenzie Abshire
Insurance Advisor
mackenzie@insuranceadvisorsoffice.com
Meet Your Assistants
Mollie Abshire
Senior Executive Assistant
mollie@wealthadvisorsoffice.com
Elise Brown
Executive Assistant
elise@wealthadvisorsoffice.com
Contact usReady to talk?
If you have questions about your retirement income strategy, tax planning, or how to coordinate the different areas of your financial life, we're here to help. Reach out to schedule a conversation about your specific situation and goals.