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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

Top 30 financial advisors of 336 near 46745

Out of 400,000+ nationwide

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Kevin R

Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Justin M

Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning
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Jason K

CFP®, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Ian M

Series 66

Fort Wayne, IN

Merrill

Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill's Fort Wayne office. He holds a Bachelor's Degree from Indiana University and began his career in financial services in 2011, joining Merrill Lynch Wealth Management in 2019. In 2020, he assumed the leadership role as Resident Director of the Fort Wayne branch, where he serves in both a supervisory capacity as branch manager and as a financial advisor managing client wealth. He holds the Accredited Asset Management Specialist™ designation and the CERTIFIED FINANCIAL PLANNER® certification. His expertise encompasses a comprehensive approach to wealth management that includes investment planning, banking, borrowing and liability management through Bank of America, risk management, and trust and estate planning services. Ian works closely with clients to develop personalized financial strategies aligned with their goals and values. Ian resides in Fort Wayne, Indiana with his wife and two daughters. He is an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. He is also involved with Plymouth Congregational Church, UCC, and participates actively in community organizations.

Wealth management Social Security optimization General retirement planning Charitable giving & philanthropy Roth conversion strategy Women Professionals Women's Finance LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Blayne H

Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brian C

CFP®, Series 63, Series 66

Fort Wayne, IN

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning
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Kyle F

Series 66

Fort Wayne, IN

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Executive
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James S

CFP®, Series 63, Series 66

Fort Wayne, IN

Edward Jones

Retirement income strategy General retirement planning
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Zachary C

Series 66

Decatur, IN

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning Newlywed/Engaged Young Families Intergenerational Families
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Carrie L

Series 63, Series 66

Fort Wayne, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Planning for children with special needs Founder/Business Owner
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