Skip to main content

Your Team

We have one of the best teams around

Barron’s and the Financial Times have recognized Nolan Stokes and his team as one of the top financial advisors in the country four years running. Many thanks to our hardworking team here at Two Lights Private Wealth, our invaluable strategic partner Rob Robertory, and our incredible clients. Thank you all for partnering with us as we co-create the future, our future, together.

Barron’s Top 1200 Financial Advisors 2023
Financial Times Top Financial Advisers 2020

Also recognized by Barron’s in 2021 and 2022.

Also recognized by Financial Times in 2019.

Northwestern Mutual and its advisors do not pay for placement on 3rd party ratings or rankings, but may pay marketing fees to these organizations to promote the rating or ranking. Rankings and recognitions are no guarantee of future investment success. Barron’s Top 1200 Financial Advisors, Published annually in March based upon data as of September 30 of the prior year. The Financial Times “Top Financial Advisers was published annually in April based upon data as of June 30 of the prior year.

We are a team of seasoned professionals with over 100 years of combined industry experience in the financial services industry. We are credentialed, creative and dedicated to our clients' goals. We are backed by the strength and support of Northwestern Mutual, who has been serving clients and keeping promises since 1857.

Lauren A. Barnak CFP®

Private Wealth Advisor

JP Moraca CFP®, RICP®

Private Wealth Advisor

Brian Grissom CFP®, ChFC®, CLU®, RICP®

Private Wealth Advisor

Katie N Beavers CFP®

Director of Operations and Client Service

Harry Dunne

Financial Planning Analyst

Katie Anderson CFP®, WMCP®, ChFC®

Director of Financial Planning

Conor Lyons

Associate Wealth Management Advisor

Sean M Franklin

Operations and Investment Support Manager

Kim Darling

Director of Insurance Operations

Barbara Heidt

Director of Insurance Operations

Nolan Woodruff Stokes CFP®, RICP®, CASL®, CLU®

Private Wealth Advisor

Rob Robertory CFP®, CFA®

Private Wealth Advisor