Noel-Schopen Financial Services was founded in the Fall of 1974 by James W. Noel and Joseph E Schopen. James and Joe had the vision that a cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. They realized that personalized service is essential when matching clients with the right financial products and services. This commitment to client service helped them build a successful, 3rd generational run practice that has grown to become respected in Fort Atkinson and the surrounding communities. Noel-Schopen Financial Services is proud to serve the community and looks forward to in the future.
At Noel-Schopen Financial Services, we believe a financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education, or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact Noel-Schopen Financial Services today.
Tom joined Noel-Schopen in 1989 and worked closely with his father and firm co-founder, James Noel, in serving business owners, retirees and individuals to confidently plan and pursue their financial future.
Tom holds both the CLU® and ChFC® designations.
The Chartered Life Underwriter® (CLU®) is the most respected designation of insurance expertise. This prestigious designation represents in-depth knowledge on the insurance needs of individuals, business owners and professional clients.
The Chartered Financial Consultant® (ChFC®) designation demonstrates in-depth knowledge of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Tom is the 6th generation of his family to be born and raised in the Fort Atkinson area. His passions include cooking, dining out with friends, live music, spending time with family, and of course, Oliver the pug.
Born and raised in Fort Atkinson, Taylor joined Noel Schopen in 2015 to create an enjoyable environment where clients can receive objective advice and build a long lasting relationship with a trusted firm. Prior to 2015 Taylor spent his time at Ernst and Young, a public accounting firm in Milwaukee.
Taylor is a graduate of the Carlson School of Management at the University of Minnesota – Twin Cities, with a degree in Finance, Accounting, and International Business. While there he graduated with distinction, in the top 5% of his class, and started a nonprofit called U-Finance which installed financial systems for local nonprofits in the Twin Cities Area. It was named the most philanthropic nonprofit out of 600 at the University of Minnesota. It was there that Taylor realized he enjoyed helping people navigate their financial world.
He holds the CPA designation and passed the CFP® exam in November 2016 – exemplifying his commitment to the highest standards of integrity and professionalism in the industry. He is currently a candidate for CFP® Board's certification. Less than 5% of financial advisors and CPAs hold both designations in the industry.* Taylor’s commitment to his clients is that he will never stop learning.
In his free time, Taylor enjoys running, exploring new restaurants with his wife, spending time with family, and navigating the joys and perils of being a first time parent!
Todd’s career with Noel-Schopen Financial Services began in 2000. Todd provides guidance to individuals and businesses for their investment and insurance needs. He specializes in health insurance and Medicare supplement offerings. Todd also recommends life and disability coverage to complement his client’s financial needs.
Todd was born and raised in Fort Atkinson, WI, and has been married to his wife Susan since 1998.Todd and Susan are both avid sports fans and enjoy attending Wisconsin Badger football games. Also, after 27 long, grueling years of waiting on the Green Bay Packer season ticket waiting list, they are able to attend Packer games on a regular basis. Lastly, in their spare time Todd and Sue love to travel to new places.
Jane joined the Noel-Schopen team in 1986. She is an experienced client service manager and is the primary contact for new client relationships. She also handles daily client inquiries and conducts our overall client outreach.
She is passionate about customer service.
Jane is a native of Watertown, and now resides in Fort Atkinson. Her favorite activity is spending time with family and friends.
As of December 31, 2017, Joe has retired from his position as a Registered Representative of LPL Financial and Noel-Schopen Financial Services. He still maintains an office and will assist with administrative duties, however he will no longer be advising or making recommendations to clients.
Joe’s 54 years of insurance background dates from his parents owning an insurance agency in Jefferson, WI and his maternal grandfather owning an insurance agency in Hewitt, WI. He has served on the board of directors of a number of Wisconsin insurance companies.
Joe earned his undergraduate degree from UW Whitewater in 1966 and a Master of Science of Financial Services from The American College, Bryn Mawr, PA in the 1980s.
In addition, he holds Chartered Life Underwriter and Chartered Financial Consultant designations.
In the Fall of 1974, James W. Noel and Joe formed Noel-Schopen and Company providing the public opportunities to purchase insurance and investment related services.
Joe enjoys people, travel and spiritual moments.
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