Nola began her career with Morgan Stanley Dean Witter in January 2001, as the cage operator for a lively wire house supporting over 30 brokers. Nola then affiliated with Lincoln Financial Advisors as a planner assistant and Office Manager for a detached office in Bonsall, CA. In this role, she performed a variety of duties such as underwriting, customer service, investment business processing, and special assignments involving marketing and office management. In October of 2003, Nola obtained her Series 7 in order to broaden her knowledge of the investment world. By November of 2004, she decided to relocate her family to Arizona and join the Phoenix Regional Planning Office. Here, she pursued her Series 24 Securities Registered Principal licensing and is the Business Operations Manager for the Phoenix RPO. She is responsible for the day to day operations of the office, as well as compliance deliverables for all planners and staff in her office. She is the first point of contact regarding any compliance, contracting, business processing and human resource issues. While working with Lincoln, Nola has been involved in and contributed to several regional and national projects and committees such as the Premier Partner Staff Symposium Committee and Risk Management Focus Group, and avidly enjoys a challenge.
Nola has four children and two grandchildren. She is actively involved in her Polynesian culture and has a great love for nature. She enjoys cooking, reading, playing the piano, volleyball, and spending time with her family.
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