Retirement Investment Counselor – 2020
Nate’s expertise focuses on helping plan sponsors create and implement education plans in order to encourage employee engagement as well as working with plan participants directly in order to increase retirement outcomes.
Nathan is a graduate of the University of Denver and holds a B.A. in Communications with a Minor in Business Administration. Prior to moving back east, Nate lived in Denver working for Personal Capital, an Empower Company. During this time, Nate worked in both operations and as an advisor helping individual clients with all wealth planning needs. Nate has over eight years’ experience in the Financial Services Industry.
Nathan holds his FINRA Securities Industry Essentials (SIE), and Series 7, 63, and 65 registrations.
A Bangor, Maine native, Nate has a passion and enthusiasm for outdoor activities such as snowboarding, hiking, skiing and mountain biking. As such in his spare time you will see him enjoying all that Maine has to offer with both his wife and daughter.