Noel Roach, AIF®


Noel Roach, AIF®


Specializing in
Helping You Achieve
Your Long-Term Goals

Meet Noel

Noel has over 25 years of experience as a wealth management advisor. In 2010, he joined Financial Designs, Inc. as a partner.

Noel works primarily with business and medical professionals. He also assists clients who are in or nearing retirement by helping them determine when they can retire without worry, and how to structure their post-retirement income.

Noel specializes in helping clients achieve the life experiences they desire. One of his goals is to make things as simple and understandable as possible. He develops clear plans to achieve his clients’ goals that remain flexible through inevitable life changes. As such, these plans are reviewed regularly to ensure they align with the current needs of his clients.

Noel and his wife, Tracy, will celebrate their 26th wedding anniversary this year. They have three sons, Dylan, Gage, and AJ. The boys are involved in a variety of sports including football, where Noel serves as the President of the Blue Valley West Red Zone Football Booster Club.

Noel graduated from Emporia State University with a Bachelor of Science degree in 1996. He is currently a member of the board of trustees at his alma mater where he serves on the finance committee. In his free time, he enjoys traveling, golf, and hunting.

Check the background of investment professionals on FINRA’s BrokerCheck.

When you work with Noel, you can expect:

Your calls will be answered by a live person

Easy online processes to set up accounts as necessary

Guidance in how to navigate our robust client portal – allowing you to track ALL your finances, not just the pieces Noel manages

A consistent review process to discuss life changes and track progress toward your goals

A friendly expert with a realistic approach to balancing saving and having fun


(913) 951-3512

11225 College Blvd., Suite 300
Overland Park, KS 66210

Copyright © 2024
Noel Roach - Financial Designs, Inc.