Karen Nolan

Case Design Manager

Karen Nolan has worked with Trey Whalley since January of 2010 and has been involved in all aspects of the business from client liaison to her current role as Case Design Manager. In this role, Karen acts as the team leader for all Financial Planning cases, Pension analysis, and Retirement planning.

Prior to joining Trey's firm, Karen had many years of business experience including roles as a Product Analyst and Allocation Manager for a major retailer. Karen is a graduate of Providence College where she earned a Bachelor of Science degree in Business Management with a minor in Marketing.  

Outside of the office, Karen is an avid photographer and a community volunteer. She enjoys traveling, playing tennis, and spending time with her family in Plymouth, Massachusetts.

Phone (508) 992-1700
Fax (774) 328-9759