L&H names Nate Moody, CPFA as Newest Partner
September 2023 – Nate Moody joins Jennifer Breton, Laurie Reed, and Matthew Arey as a Partner in the firm.
Nate joined us in 2016 and has since demonstrated incredible talent and leadership in his role as Retirement Plan Advisor, helping 401(k) and 403(b) plan sponsors enhance outcomes for their participants. His passion for financial wellness led him to launch a monthly webinar series in 2020 to promote financial literacy among L&H’s retirement plan sponsors and participants. Nate has extensive expertise in the area of ESOPs which he regularly shares to educate employees about balancing ownership with 401(k) benefits. In recognition of his skill at developing relationships, Nate was appointed in 2022 as Director of Business Development and Marketing for Lebel & Harriman Retirement Advisors.
As a result of Nate’s commitment to our industry and the clients we serve, 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. In addition, his efforts helped earn one of our clients the distinguished honor of “Plan Sponsor of the Year” in 2023.
Congratulations from all of us, Nate! Your enthusiasm, expertise, and strategic vision will make a lasting positive impact on our community and team. We’re so proud of you!
Feel free to share your comments or questions with Nate at nmoody@lebelharriman.com.
