SHAMROCK WEALTH MANAGEMENT - Key Persons
Job Titles:
- Financial Life Consultant
After founding and leading The Nohner-Black Group wealth management firm for 10 years, Ardis brought her practice to Shamrock Wealth Management in 2020. Prior to The Nohner-Black Group, Ardis was at UBS Financial Services for six years and American Express Financial Advisors (now Ameriprise) for eight years. She has more than 24 years of financial planning experience.
Ardis earned a Juris Doctor degree and graduated cum laude from Mitchell Hamline School of Law in St. Paul. She also achieved a Bachelor of Science degree in nursing from the University of Minnesota. In addition to financial planning, Ardis' experience as an attorney and a registered nurse contribute directly to her ability to protect and care for clients' financial well-being. She has a deep-rooted passion for advocacy and problem-solving that began early in life and continues to guide her journey.
Ardis provides multi-generational, values-based financial planning for families. She specializes in providing counsel and services to clients during every phase of life - from helping young people prepare for financial success, to midlife retirement planning, to assisting seniors as they navigate the challenges of aging.
For more than a decade, Ardis has been a dedicated foster dog mom and volunteer with Coco's Heart Dog Rescue. She enjoys staying active throughout all the Minnesota seasons, where she can be seen on her bike, her skis, or in her hiking boots. She is an avid gardener and naturally, she loves walking dogs. Ardis has two sons, Ian and Luke, and is part of a close-knit family residing in Minnesota, Washington State and Colombia, South America.
Job Titles:
- Client Services Manager
- Member of the Your Experienced Team
Kurt is a graduate of Northern Illinois University, where he earned a Bachelor of Science degree in political science and government/economics. He has also achieved Certified Divorce Financial Analyst® certification, Accredited Investment Fiduciary® designation, and FINRA (Financial Industry Regulatory Authority) exams Series 7 and 66.
Will founded Shamrock Wealth Management in 2015 and has more than 13 years of cumulative experience in financial planning. Prior to Shamrock, he was a financial advisor at UBS Wealth Management for eight years and a manager at Andersen Corporation for 10 years.
In addition to leading the team and managing various aspects of the overall business, Will focuses primarily on providing financial planning services to clients.
CERTIFIED FINANCIAL PLANNER™ professional, Will achieved a Bachelor of Arts degree in English from St. John's University in Collegeville, Minn., and a Master of Business Administration degree from the University of St. Thomas in Minneapolis.
The youngest of eight children, Will was raised in O'Neill, Nebraska, an Irish immigrant-founded town in cattle country. Not surprisingly, many businesses in the area, including his father's business, included "Shamrock" in the name. Influenced by his parent's strong work ethic, non-negotiable responsibility to care for others, kindness and humility, Will's lifelong dream of building a business was realized in Shamrock Wealth Management. His genuine and methodical approach to financial management is informed by a life-changing education at St. John's University, his father's advice, and many years of vigorous and intense industry training and experience.
In his free time, Will enjoys golf, music, and college football. He is married to Bridget and they have three daughters, Frannie, Lucy Clare, and Rosaleen, and a dog named Ozzie.