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Kris M

Series 65

Payton, CO

Tara Nolan Advisory Services, Ltd

Kris Mc Kinney is a financial advisor at Tara Nolan Advisory Services, Ltd with six years of industry experience. She holds a Series 65 designation and has been with Tara Nolan Advisory Services since 2015. Outside of advising, she is president of Donzer Enterprise, a company involved in publishing books, DVDs, and greeting cards. Tara Nolan Advisory Services, Ltd serves high-net-worth individuals, entrepreneurs, and business clients, with a focus on women and business owners. The firm provides financial consulting, planning, and money management by selecting and monitoring third-party money managers to meet clients’ multi-year investment objectives.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Founder/Business Owner Women Professionals HENRY (High Earners, Not Rich Yet)
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Tara N

Series 63, Series 65

Peyton, CO

Tara Nolan Advisory Services, Ltd

Tara Nolan is a financial advisor with Tara Nolan Advisory Services, Ltd, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has served in the United States Air Force since 1994. Outside of advising, Nolan is president of Donzer Enterprises, which publishes books and DVDs, including horse training materials. Tara Nolan Advisory Services, Ltd works primarily with high-net-worth individuals, entrepreneurs, and business clients, focusing on women and business owners. The firm provides financial consulting, planning, money management, and business retirement plan services, recommending third-party money managers after thorough review and conducting ongoing performance evaluations.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Founder/Business Owner Women Professionals HENRY (High Earners, Not Rich Yet)
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