Dave Nolan has been a trusted insurance and employee benefits agent for over 25 years. He has an extensive background in helping small business owners and successful individuals reach their financial goals.
Dave’s career includes working as a senior auditor in the small business division of Arthur Andersen & Co., including audits and tax preparation for closely held businesses, managerial and financial reporting positions with two fortune 500 companies, and for the last 25 years affiliated with the Chicago Agency of National Life Insurance Company, Montpelier, VT working in the advanced markets of life insurance and employee benefits planning. Dave is a past member of National Life’s Chairman’s Council and Presidents club*.
Dave earned his BA in accounting from Marquette University and is a current member of the Illinois CPA society where he served as past president of the Chicago Metro Chapter and currently serves on the Society’s Employee benefits committee. Dave holds the designations of Chartered Life Underwriter and Chartered Financial Consultant. In addition Dave is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.
Dave resides in Vernon Hills, IL with his wife Mary Ellen. Dave and Mary Ellen have two children who attended the University of Notre Dame. They enjoy spending time together playing golf and traveling.
Dave Nolan is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Illnois, Florida. Dave is insurance licensed in Illinois.
Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting. Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.
*Membership and awards are based on sales criteria.