Nate has over 10 years of experience in the Financial Services industry. Nate has his Series 6, 7, 63 and 65 licenses. He spent the earlier years of his career supporting the participants in Employer Sponsored Plans navigating the complexities of their retirement options. Additionally, he has expertise in the insurance industry as it relates to individual financial planning.
Since joining Doepel & Wikstrom Wealth Management, Nate has brought a refined approach to the overall client experience. As the coordinator of practice operations, he provides support for Financial Plan preparation, oversight of Advisory compliance, management of our Client Touchpoint matrix, and ongoing enhancement of Services offered to our clients.
Outside of the office, Nate enjoys spending time with his wife and son. He loves the great outdoors and traveling.