Nolan Financial Group, a leading provider of custom design and administration services for nonqualified deferred compensation plans, is proud to announce that Plan Services Department Manager, Jyotsna “Jo” Gautam has earned the Chartered Financial Consultant (ChFC) professional designation. The ChFC is a very extensive designation in financial planning. ChFC’s must complete comprehensive educational requirements with real-world, practical experience.
Ms. Gautam is currently the Manager of the Plan Services Department and has been with Nolan Financial for more than eleven years. Ms. Gautam completed her undergraduate and graduate programs in India, where she specialized in History and Law. She also earned a diploma in Corporate Laws and Management. She received her LL.M. from George Washington University Law Center and her Master of Science in Business Technologies from Marymount University.
Ms. Gautam is responsible for overseeing the administration of all nonqualified deferred compensation plans as well as facilitating smooth work flow within the department, reconciling assets and liabilities for all funded plans, monitoring flow of cash receipts and disbursements for each client, authorizing trades at the respective custodians and most importantly ensuring compliance within the department dictated by the SSAE 16 audit (superseded SAS 70 as the 3rd party assurance audit processes designed for service organizations).
“We are extremely proud of Jo,” said Michael E. Nolan, President and CEO of Nolan Financial. “Jo’s high level of dedication, integrity and hard-work have made her a tremendously important member of the Nolan Financial team.”
About Nolan Financial
For more than twenty years, Nolan Financial (nolanfinancial.com) has specialized in the custom design, enrollment, funding and administration of nonqualified retirement plans for the benefit of the senior executives of mid to large size public, private and tax exempt organizations. Nolan Financial is a national practice with offices in Maryland, California and Texas.
Registered associates of Nolan Financial Group are registered representatives of Lincoln Financial Advisors Corp. Lincoln Financial Advisors does not offer legal or tax advice. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Insurance offered through Lincoln affiliates and other fine companies. Branch Office: 2 Wisconsin Circle, Suite 810, Chevy Chase, MD 20815. Nolan Financial is not an affiliate of Lincoln Financial Advisors Corp. CRN: 201209-2071808