Denver, CO
Principal & Senior Wealth Advisor
Nate is an experienced Financial Advisor with over 18 years of experience in Wealth Management. His 18 year career includes experience in Ultra high net worth family offices, institutional non-profits and fintech startups. Nate cares deeply about people and has made a career of providing unbiased financial advice to individuals and families of all ages and levels of wealth. Outside of work Nate enjoys playing golf and basketball. He currently lives in Denver, CO with his wife Kiira and two daughters Pella and Evie
Experience
Empower Personal Wealth
1 year
Personal Capital
9 years
Northern Trust
8 years
Qualifications
University of Colorado-Boulder
Political Science
Series 65
FINRA
Specialities
Investment management
Public equities
Financial planning
Retirement planning
Equity compensation
Estate planning
Business owners
Entrepreneurs
Retirees
Tech employees