Nate helps clients make smart financial decisions in pursuit of their goals. With more than 18 years of industry experience, he provides guidance on cash management, investment planning, retirement and income planning, debt management and lending strategies, risk management and estate and legacy planning.
Coming from a family of entrepreneurs, he specializes in serving business owners with uncompromising integrity and personalized service. “I can help make a difference in my clients’ lives – both financial and personal – by helping them build and understand the value of a plan, and to help avoid the pitfalls that so many have fallen into,” Nate says.
He joined Raymond James in 2021, drawn by its client-first philosophy. Before that, he served as an advisor at Edward Jones for almost three years. His background also includes advisor consultant roles at Hartford Funds, Pioneer and Natixis. His experience as an advisor and wholesaler gives him a distinct perspective and passion for partnering with clients through a holistic process, and for incorporating professional relationships.
He earned a B.A. in economics and business administration, with a minor in graphic design, from Beloit College in Wisconsin. He stays involved in the community through volunteering with Waukesha Kiwanis and Milwaukee Hope Street.
Originally from Columbus, Ohio, he resides in Hartland, Wisconsin, with his wife, Sue. They have two children, Will and Elliot. In his free time, Nate enjoys exercising, traveling, getting outdoors and spending time with his family. He is also a photography and astrophotography hobbyist.