Professional
No matter where clients are in life and the planning process, Nathan is passionate about helping them protect what they have worked so hard to create. Whether it’s making sure retirement plan dispersal is congruent with a client’s expectations, assisting small business owners in with benefit options and succession planning, or helping individuals strategically save and grow their money using a diverse portfolio, it is important to Nathan to consider what will be suitable in each phase of the financial planning process based on unique needs.
Nathan is licensed in Life & Health and has his Series 6 and 63. His other certifications include Chartered Financial Consultant, Certified Long-Term Care, and Chartered Life Underwriter. Nathan is a Million Dollar Round Table Qualifying Member and has earned the NAIFA’s Quality Award. He wants to continue to learn to be as educated as possible, to best serve his clients as a knowledgeable resource in all areas of financial planning.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Business Administration | Nebraska Wesleyan University |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2014, 2017, 2020-2021
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Sales Achievement Award 2010
Award recognizing performance