Richard G Nolan
Richard Nolan is an IRS Enrolled Agent (EA) and Registered Investment Advisory Representative with over 17 years of experience helping individuals and small businesses with their tax, investment and insurance needs.
Rich graduated from the University of San Diego with a degree in Business Administration with an emphasis in Finance and Real Estate. He currently holds FINRA Series 6, 7, 24, 63 and 66 licenses and is a Notary Public. In his free time, Rich enjoys golf and sport fishing.
Troy R Koepplin
Troy Koepplin is an IRS Enrolled Agent (EA) and Registered Investment Advisory Representative with over 22 years of experience helping individuals and small businesses with their tax, investment and insurance needs. Troy graduated from San Diego State University with a degree in Business with an emphasis in Finance.
He currently holds FINRA Series 7, 52, 63 and 65 licenses. Troy has been active in his community over the years, volunteering for Ecke YMCA, Torrey Pines Pop Warner and Carmel Valley Rec Center.
Paul R Newman
Yes, you see it correct…Paul Newman works for our firm…only our Paul Newman is worlds above the famous one when it comes to tax planning and preparation. Paul is a California Registered Tax Preparer (CRTP) with over 18 years of experience in banking and finance.
Paul immigrated to the United States from England several years ago and brings international finance and tax experience to our firm. He is a current Board Member of the North County Chapter of the California Society of Tax Consultants. In his free time, Paul enjoys wakeboarding, fishing, camping and spending time with his family.
*Paul Newman is not registered with Sagepoint Financial, Inc.
Amy Brooker has over 14 years of administrative and front office experience. She graduated with a double Bachelor’s Degree in Sociology with a mental health concentration and Women’s Studies as well as a Certificate in Human Resources Management from California State University San Marcos.
Amy is a lifetime member of the Phi Theta Kappa International Honor Society and is also a member of the Alpha Xi Delta Sorority. In her free time, Amy volunteers for special events at the Oceanside Museum of Art.
*Amy Brooker is not registered with Sagepoint Financial.
Kelley Braaksma is a Registered Investment Advisory Representative who has been assisting individuals and businesses develop financial plans for over 20 years. Today, she is the owner and Managing Director of KND Financial located in Temecula, CA.
Kelley has a degree in Organizational Leadership from Azusa Pacific University and is FINRA Series 7, 66, 65 and 63 registered. She is a member of the Temecula Chamber of Commerce, American Women’s Business Association and several other professional groups.