Noah joined Akers Financial Group in February 2014. Starting as an intern, he assisted with reporting, marketing, and operations. After earning his Bachelor’s degree in Business Administration and an MBA from Cairn University with Magna Cum Laude honors in December 2020, Noah became Brian’s full-time paraplanner while earning his Series 7 & 66 licenses and Life and Health insurance license. Noah is now a Financial Planning Advisor and the managing owner of Daniel Alan Tax Service.
Noah’s day-to-day includes designing personalized financial plans that align with each client’s goals, managing investment portfolios and guiding asset allocation decisions, offering retirement planning, insurance reviews, and tax-efficient strategies, and performing tax estimates and income planning.
Outside the office, Noah is a Steward at Reformation Bible Church. He’s also an avid Disc Golf player, always up for a round in the great outdoors. In November 2023, he married his wife Julia, and the two now call Fawn Grove, Pennsylvania home.