Our Team

MANAGEMENT & OPERATIONS
 

Katherine Nolte
Founder, Managing Director

Financial Planner Katherine Nolte is the founder and Managing Director of Pride Financial Advisors. She serves her clients as an Investment Advisor and Financial Planner with notable expertise in business succession, investment management, retirement, estate planning, insurance, as well as executive and keyman benefits.

For more than 20 years, Katherine’s investment philosophy has applied a combination of fundamental and technical analysis. In many cases, she works independently and manages money for her clients, but she also works in collaboration with accomplished money managers whose proven track records help serve her clients’ needs. Whether you’re interested in business succession, wealth preservation, income and asset protection, or estate planning, Katherine has the experience and resources to offer real world solutions.

Katherine also collaborates on a cross-disciplinary basis with Certified Financial Planner practitioners, Chartered Financial Consultants, Chartered Life Underwriters, CPAs, and attorneys whose expertise encompasses the financial and tax reduction strategies that support wealth accumulation and preservation. With this approach, she helps executives and professionals in need of personal and business financial planning, and provides expert advice about executive and keyman benefits. Her specialties include serving family-owned businesses, manufacturing business owners, executives, physicians, and nurse practitioners.

When you work with Katherine, you’ll find she’s passionate about making sure you feel secure about your financial matters. This passion springs from her youth when her father, Ray, instilled her with the indispensable importance of saving money, which she applies today as a professional Financial Planner. He taught her the importance of distinguishing the difference between “something you want” and “something you truly need,” before spending money. This underpinning philosophy guides Katherine as she helps her clients plan wisely and prepare for life’s unforeseen challenges.

Katherine is a graduate of Texas Christian University and has since continued her education and training. She has successfully completed all coursework for the CFP designation, including Federal Taxation, Investments, Insurance, Estate Planning, Retirement, Employee Benefits, and Case Studies. She holds the Financial Industry Regulatory Authority’s (FINRA) Series 65 registration, which is required to offer fee-based securities and financial planning. Though currently inactive, she has also successfully passed FINRA’s Series 7, Series 6, and Series 63 examinations.

When not in the office, Katherine is active in her community, her church, and various organizations, including Scottish Rite Hospital for Children and the Chi Omega Alumni Association.

CLIENT serviceS

Sue Oberhofer
Financial Assistant

Financial Assistant Sue Oberhofer serves clients by helping them solve problems. She applies her extensive insurance background to make certain clients’ policy concerns are understood, then properly addressed and administered. Prior to Pride Financial Advisors, Sue’s experience includes working in New York and Dallas for Mutual of New York/AXA. 

When not in the office, Sue and her husband enjoy traveling to see their sons, Jim and Jon, who have successful careers in professional drag racing, and their three beautiful granddaughters in Austin, Texas and Ypsilanti, Michigan.