Employer Sponsored Plans
About the Financial Advisor
Nate’s approach to serving his clients incorporates all aspects of their financial world to provide a clear path toward financial stability and success.
He focuses on serving businesses in Wausau, WI.
Nate serves his clients by helping them gain clarity when it comes to financial services and products.
Education and Designations
- University of Wisconsin-Eau Claire, Bachelor’s Degree, Marketing with emphasis in Sales
- CFP® – CERTIFIED FINANCIAL PLANNER™
Nate enjoys sports, fishing, hunting, and spending time with family and friends. Him and his wife Jenna, have a son, Easton. Additionally, Nate is an active member of the Breakfast Optimist Club.