Nate Moody – 2016

CPFA®, Retirement Advisor, director of Business development & marketing

Nate’s primary focus is advising companies on retirement and executive benefits programs including 401(k)/403(b) plans, ESOPs/KSOPs, and nonqualified deferred compensation plans.  Nate is passionate about financial wellness and finding innovative employer solutions to address the ever-changing obstacles facing individuals preparing for retirement.

Nate is very involved in his community serving as Vice President of the Maine Employee Benefits Council and on the Board of Trustees of the Healthcare Purchaser Alliance of Maine.  He is also on the Young Leaders Council of Make-A-Wish Maine.  As a result of Nate’s dedication to his industry and community, he was named a 2022 Mainebiz 40 Under 40 honoree, a Top Retirement Advisor under 40 in 2022 and 2023 by the National Association of Plan Advisors (NAPA), and the Young Professional of the Year in 2020 by the Portland Regional Chamber of Commerce.

Nate, a Gorham native, graduated from Bowdoin College in 2016 with a B.A. in Economics and Mathematics.  He holds FINRA Series 7 and Series 66 licenses.

In his free time, you can catch Nate playing basketball or golf, boating or snowmobiling, and always enjoying Maine’s great craft beer.