My Role
As a Financial Paraplanner, Noah supports the development and delivery of customized financial plans by assisting with data gathering, analysis, financial modeling, and the preparation of comprehensive planning recommendations. His focus is helping ensure clients receive thoughtful, accurate, and personalized guidance as they work toward their financial goals.
Work History
Noah brings a diverse professional background spanning real estate, B2B technology sales, and wealth management. His passion for helping individuals and families navigate important financial decisions ultimately led him to pursue a career in financial planning.
Prior to joining IronBridge, Noah worked at Fratarcangeli Wealth Management, one of Michigan’s largest wealth management firms, where he gained experience supporting high-net-worth clients and developing a deeper understanding of complex financial planning needs. He later joined C2 Private Wealth, where he assisted clients preparing for retirement and played an integral role in managing client data through a firm acquisition and transition.
Originally from Fort Walton Beach, Florida, Noah moved to Rochester, Michigan, at age five and now calls Austin, Texas, home. His experiences across different regions and industries have shaped a well-rounded perspective that he brings to his work with clients and colleagues alike.
Education
Noah attended the Stephen M. Ross School of Business at the University of Michigan, where he earned his degree while competing as a student-athlete on the University of Michigan football team. As a tight end and fullback for the Wolverines, he was part of a historic national championship team. The discipline, teamwork, and commitment he developed through athletics continue to influence his approach to serving clients and delivering an exceptional experience.
My Why
During college, Noah explored career opportunities in investment banking and private equity but found himself drawn to a path that offered a more direct and meaningful impact on people's lives. Wealth management provided the opportunity to combine his passion for financial planning with his desire to build lasting relationships and serve others. Noah is motivated by helping individuals and families gain confidence in their financial future and achieve the goals that matter most to them.