Nate has over 10 years of experience in the Financial Services industry. He spent the earlier years of his career supporting participants in Employer Sponsored Plans navigate the complexities of their retirement options. Additionally, he has particular expertise related to the insurance industry as it relates to individual financial planning.
Since joining The Doepel Group, 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 valued clients.
Nate has his Series 6 and 65 licenses.
Outside of the office, Nate enjoys spending time with his wife and their sweet dog. He loves the great outdoors and traveling.