As a Financial Advisor, Nate’s approach when serving clients is to incorporate all aspects of their financial world, with the goal of providing a clear path toward financial stability and success. Nate graduated from the University of Wisconsin Eau Claire with a major in marketing with a sales emphasis. Nate started his financial advisory career in 2015 and continues his commitment to building lifelong relationships with his clients.
Nate, his wife Jenna, and son Easton reside in the Wausau area. Outside of the office, besides being an active member of the Breakfast Optimist Club, Nate enjoys sports, fishing, hunting, and spending time with his family and friends.
Services Offered & Client Experience
As a Financial Advisor, Nate’s approach when serving clients is to incorporate all aspects of their financial world, with the goal of providing a clear path toward financial stability and success. Nate supports his clients with a-ray of financial services including the following:
- 401k/Qualified Retirement Plans
- Wealth Management
- Asset Protection
- Retirement Planning
- Wealth Transfer Options
- Business Succession Planning
- Long Term Care Planning
- Life Insurance
- Disability Income Insurance
- Fixed and Variable Annuities
- Group Insurance
- Health Insurance
- Buy/Sell Insurance
- Long Term Care Insurance
Address
Wausau WI 54401
