Andy Jolivette

CLIENT RELATIONSHIP MANAGER

Where did you grow up?

Forest City, IA and Mahtomedi, MN

What was your first job?

Eddie Bauer

When did you join the NOFG team?

2018

What are your primary responsibilities at NOFG?

Guiding clients through the Life Alignment process, developing relationships with new partners, writing the communications from NOFG (letters, emails, and this website), supporting the development of our team members and building a culture that reflects our mission to “think beyond money.”

What do you enjoy most about your role/work?

Getting to know our clients and helping them reflect on what is most important to them, but a close second is hanging out with the team at Panino’s.

What do clients seem to appreciate most about you?

Feeling like they are truly heard and understood during our conversations.

Have you ever won an award? If so, what was it for?

First place in a short story writing contest…my high school English teacher told me enter and the award was $50 cash!

How do you spend your time away from work?

Geeking out on cocktails, watches and whiskey; spending time with family at the cabin in northwest Wisconsin (where he and his dad are converting a shed into a bar); watching basketball and playing golf.

Do you have a favorite…sports team, show, movie or book?

Packers, Timberwolves and Iowa Hawkeyes!

Andy's Values
Honesty
Helping Others
Meaningful Work
Relationships
Stability
Start a Conversations with Andy

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Carter Michaelson
WEALTH ADVISOR
Patty Keehr Headshot
Patty Keehr
INVESTMENT SOLUTIONS SPECIALIST
Melissa Montgomery Headshot
Melissa Montgomery
CLIENT COORDINATION MANAGER
Taylor Moline
FINANCIAL PLANNING SPECIALIST
Maggie Farrell Headshot
Maggie Farrell
OPERATIONS OFFICER