Nate Coleman

Nate was raised in a military household. Early in life, Nate gained an appreciation for the complexity of the world through the migrant military lifestyle. He garnered an interest in financial planning by observing his dad’s second career as a CFA. Discussions about finance, markets, and economics were a staple around the Coleman dinner table, and Nate discovered during his college career that he wanted to use his financial literacy to help other people.

In his senior year of college, Nate took an internship opportunity with Ernst & Young LLP’s Advisory group. During his time at E&Y, Nate advanced to manager, leading integrated audits of publicly traded companies.

Nate has a Master of Science in Accounting from The University of Memphis and is a Licensed CPA in the state of Illinois. He is currently working towards a CERTIFIED FINANCIAL PLANNER™ (CFP) certification.

Nate’s most prized role in life is that of a father and a husband. Nate’s interests include logging recreational flight time as a Private Pilot, running his small custom art business, serving at his church, and training for marathons and triathlons with friends in the Chicago area.