- CERTIFIED FINANCIAL PLANNER TM (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- FINRA Series 7 and Series 63 Registrations
- BS in Economics from Miami University
"Focus on defense as much as offense."
Nate began his career on the insurance side of the financial industry, and this helps him weigh risk and accumulation strategies with a critic’s point of view. It also gives him the knowledge base needed to think through the long-term “what ifs” of a client’s situation: What if things go as planned? But what if they don’t? How can we prepare for the unexpected?
"Be an open book"
Tough questions are important to Nate – whether he’s asking or answering them. While clients may come to him with a specific financial goal in mind, Nate is known to dig deeper, uncovering issues that often get overlooked. This requires creating an open dialog with his clients and a camaraderie that’s built on trust. Ask him anything: he’ll find the answer, gather the facts and research the right plan of action. In the end, his goal is to sit across from these same clients 30 years from now and say, “we did it.”
"Embracing, yet speculative."
With so many new products and trends entering the financial services industry every day, Nate is very diligent when examining these new offerings. He will not dismiss a new idea or investment just because it’s a recent market trend. Through extensive research he will be able filter out the noise and deliver a clear and concise recommendation to his clients regarding the new trend.