From an early age, Nate developed a passion for wealth management and aspired to use his financial experience to make a difference in the lives of others.
Nate began his professional career with over six years of experience at Ernst & Young, LLP (now EY). During his time there, Nate advanced to manager, helping lead integrated audits of publicly traded companies.
Nate has a Bachelor of Business Administration and a Master of Science in Accounting from The University of Memphis. He is an active Licensed CPA in the state of Illinois, and he is currently pursuing a CFP® certification.
Nate’s greatest joy and fulfillment in life come from his roles as husband and father. His interests include serving at his church, logging recreational flight time as a Private Pilot, working home improvement projects, and spending time with his family and friends