Kathryn (Katie) Noles, CEP^®
Managing Owner, Advisors EP 

Ms. Noles graduated from the University of Florida with a Bachelor of Science.  She attained the Certified Estate Planner™ (CEP^®) designation through the National Institute of Certified Estate Planners (NICEP). Her estate planning experience has led her to co-host webinars for fintech platforms like RedTail, fpPathfinder, and EncorEstate Plans.  She has authored, co-authored, and reviewed 100+ educational resources on the basics, importance, and practical application of Estate Planning.

There is an unprecedented generational wealth transfer happening prior to 2040. 80+ trillion dollars is estimated to be transferred from Baby Boomers to their heirs and beneficiaries. Understanding the funding, taxation, and transfer of wealth is vital to today's modern Financial and Estate Planning Strategies. Those with estate plans should review them to ensure they are fully funded and represent their current intentions regarding their estate.

As a CEP™ and former financial professional, Ms. Noles specializes in coupling the essential building blocks of a comprehensive Financial Plan with advanced Estate Planning Strategies. Her client-tailored plans are designed to navigate the ebbs and flows of life. She enjoys leading her clients through the process and working to achieve their personal goals.

Did you know that only 33% of Adults in America have an estate plan? Did you know only 26% of adults have an ​Effective plan? Did you know Estate plans are often left unfunded and out-of-date, or people fail to prioritize ​completing them? We are passionate about estate planning and believe a comprehensive, fully funded Estate Plan should be the ​cornerstone of a solid Financial Plan. We're here to help clients avoid probate, potentially save thousands, and ​maintain control of their estate during life and after death. Our team is ready to help and by ​leveraging modern technology, we provide a cost-efficient, client-centric process.