Nate had his first meeting with a stockbroker when he was 17. It was then when he knew he wanted to become a financial advisor. He pursued his goal, which included graduating from Kansas State Business School and even spending a day with Warren Buffett, before joining 5280 Associates in 2016.
In addition to his financial credentials, Nate relies on his ability to connect with people: “I try to make meetings more meaningful than just focusing on finance, and instead taking time to understand a person, their needs, who they are, and where they want to be.” He especially enjoys working with young families, helping them start life on a strong financial path.
Nate and his wife are both Colorado natives in every sense: Skiing during the winter and fly fishing, camping, and hiking in the summer.
Nate is insurance licensed in the following states: AL, CA, CO, GA, NM, and NV. CA Insurance License #4056232.