Nate’s passion for Finance and people comes from the act of helping families transition into the next adventure of life, retirement. He understands that every situation is different, and everyone’s dream retirement is unique. Through his love of teaching, communicating, and problem solving he loves finding the perfect plan for each family that they can be confident with as they prepare to take their next step in life.

Nate holds a Series 65 License, a Life Insurance license, and a Bachelor of Science degree in Finance. Most of the learning Nate has received he contributes to his time as a Financial Advisor. Prior to joining B.O.S.S. Nate has over 3 years’ experience with financial advising and planning.

Nate grew up in Heber City, Utah when it was still a relatively small town. By growing up in a small town you can tell Nate takes a personal involvement with anyone he meets. Outside of the office Nate enjoys Golfing, fly fishing, Weightlifting and playing slow pitch softball. Nate is passionate about self-improvement and feels that personal progress is the driving force behind a fulfilling life and it is never too late to start.