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A graduate from Wright State University, Nate earned his Bachelor’s degree in Mathematics and Science Education. After teaching for a few years, Nate joined Raymond James and has been a financial planner with Raymond James since 2016. He enjoys helping clients navigate their financial obstacles through all stages of their lives. Nate has furthered his professional education by completing his Accredited Asset Management Specialist™ certificate (AAMS™) And has completed Raymond James’ Advisor Mastery Program (AMP). Nate believes the most enjoyable part of his wealth management and financial planning career is the relationships that are developed while working with those he serves.
Outside of the office, Nate and his wife Brittany are busy raising their children, Shayleigh, Madeline, London, and Eleanor. Nate enjoys many different pursuits including road cycling, playing guitar, local community activities, and traveling with his family.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.