Nate has been helping secure clients’ financial futures since 2001. He is a dedicated, personable advisor who gets to know your story so that he can help you make your investment decisions.
Nate graduated from the University of Nebraska-Lincoln with a degree in Finance, Business Administration and Management.
He recently earned his Certified Financial Planner (CFP) designation. Financial planners meeting this designation have completed financial planning coursework and passed exams in: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
In 2020, Nate participated in a leadership program sponsored by the Nebraska Department of Economic Development which was dedicated to developing others through a strengths‑based, engagement‑focused and performance‑oriented approach. After successfully completing Gallup’s Boss to Coach Learning Journey, Nate became a Gallup-Certified Manger.
Nathan lives with his wife, Charity and four children in Gothenburg. He currently serves on the Flatwater Bank Board of Directors, Gothenburg Board of Education (President), Gothenburg Public Schools Foundation (Chair), Redevelopment Authority (Chair), Gothenburg United Funds Board, Gothenburg Improvement Company Board (President), Our Lady of Good Counsel Parish Council and any activity/opportunity to improve financial literacy.
Toll Free: 888-537-7181
900 Lake Ave • PO Box 81
Gothenburg, NE 69138