:: Financial Planning
:: 401(k) Rollovers
:: Fee-Based Advisory Accounts
:: Fixed/Variable Annuities
:: Equity Indexed Annuities
:: Estate Planning
:: Pre and Post Retirement Planning
:: College Planning and Tax Advantaged Funding
:: Investment Portfolio Analysis
:: Long Term Care Planning
:: Tax Efficient Investments
:: FREE Financial Consultation
Nate’s broad experience, continuing education and dynamic personality form the basis for his client-centered approach. His professional career began in the United States Army. After having completed tours of duty with Air Defense Artillery, Infantry and Medical units stateside and in Iraq, Nate left the Army as a Captain in 2004. Nate spent six years with the largest investment firm in the world before deciding to join the Old National Investment team.
When he's not providing financial advice, Nate enjoys volunteering in support of the local community and spending time with his wife, Jackie, and their twins, Jude and Ava. He volunteers for several local organizations including serving as a founding member and past director for the first Business Network International (BNI) Chapter in Evansville, a group of nearly 300 tri-state business professionals. Nate also has taught risk management at Ivy Tech Community College. In his spare time, he enjoys reading, fitness and watching NFL football.
:: Florida Southern College, B.S.
:: University of Texas at El Paso, M.B.A.
:: University of Evansville, M.S.
:: College For Financial Planning
- Master Planner Advanced Studies (MPASSM) Designation
- Chartered Retirement Planning Counselor (CRPC®) Designation
- Chartered Retirement Plans Specialist (CRPS®) Designation
- Certified Financial Planner Professional Education Course
Securities Registrations (held through LPL Financial)
:: Series 7, 63, 65
Life, Accident & Health Insurance License
:: Licensed in Indiana and Kentucky