Since 2006, Nate has advised clients and helped them manage their finances in pursuit of their retirement and family legacy goals. He also enjoys getting to know his clients and their families and seeing the difference he’s able to make in their lives – something that makes his career even more fulfilling. Before joining Raymond James in 2015, Nate worked at Edward Jones.

Nate has achieved a certification and designation of note: As a CERTIFIED FINANCIAL PLANNER^™professional, he has completed the rigorous CFP^® certification process and has agreed to abide by the CFP board’s Code of Ethics and Professional Responsibility and Rules of Conduct – which put clients’ interests first – and he continues to meet ongoing certification renewal requirements. To become an Accredited Asset Management Specialist^SM designee, Nate completed a rigorous course of study, passed an examination that demonstrated his ability to synthesize complex concepts and apply theoretical concepts to real-life financial situations, and agreed to adhere to standards of professional conduct. Each of these achievements helps to show the depth of professionalism clients can expect from Nate.

Nate is a graduate of Concordia College in Moorhead, Minnesota, with a B.A. in accounting. He is also a native of Alexandria, where he lives today, and is a member of Alexandria Covenant Church. When not in the office, Nate enjoys spending time with his wife, April, and the couple’s two children. He also enjoys golfing, coaching hockey and fishing.