Nate brings nearly two decades of experience in financial services, with a career rooted in a passion for helping clients achieve their goals through thoughtful, personalized planning. He began his journey in 2005 as an intern at UBS Financial Services and earned a Bachelor of Science in Business Administration from the University of Colorado Leeds School of Business in 2007.
A commitment to professional excellence led him to become a CERTIFIED FINANCIAL PLANNER (CFP®) in 2014 and a Certified Investment Management Analyst® (CIMA®) in 2023. These designations reflect his dedication to providing comprehensive guidance across investments, tax strategy, risk management, and estate planning.
Known for his approachable style and deep care for client relationships, Nate takes time to ask the right questions, listen closely, and adapt his planning to clients’ evolving needs. He believes financial planning is not just about numbers—it’s about people, their values, and their life goals.
Originally from Pueblo, Colorado, he now lives in Lafayette with his husband Jeff, niece Eve, nephew Anthony, mother-in-law Joan, and their two dogs, Harold and Ollie. A proud triplet, Nate enjoys spending his free time with family and friends, playing pickleball, staying active at the gym, and enjoying the outdoors.
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