Nate enjoys meeting new people and helping them to achieve their financial goals. Whether having a phone conversation or an in-office meeting, his favorite part is seeing his clients get to join the retirement phase of their lives . . . achieving all they have worked to achieve.
His father, Patrick, was a major influence in his life. He grew up seeing him have an impact on people’s lives and Nate knew he wanted to do the same.
Nate received his BA in Business Management from Mount Vernon Nazarene University. In his spare time he enjoys watching football and basketball, especially OSU and the Kansas City Chiefs. In addition to watching sports, he stays plenty active participating as well - he has ran 5 half marathons, 1 full marathon, and still enjoys a good pickup basketball game.
He and his wife, Emily have two sons, Graham (2020) & Joseph (2023) and a daughter, Chloe (2025). They also enjoy spending time with their dog, Moose.