Nathan Chisholm
Senior Retirement Counselor
Nate is the Senior Retirement Counselor on our Employer Financial Services (EFS) team and is responsible for overseeing our employee education & financial wellness services. His primary focus is to work with plan sponsors directly to develop education initiatives that will have a positive and lasting impact on their workforce.
Some examples of Nate’s work:
- Retirement Plan Education
- Financial Education Workshops
- Plan Sponsor Collaboration & Education Campaign Design
- Education Analytics & Trends
- Venrollment Ambassador (our digital financial education platform)
Nate’s industry licenses include:
- Securities Industry Essentials (SIE)
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent State Law
- Series 66 Uniform Combined State Law
Nate, a Levant, ME native, graduated from the University of Denver in 2011 with a B.A. in Communications and Minor in Business Administration. Nate started his career in Denver, CO working for Personal Capital, an Empower Company, as an Operations Associate and later a Financial Advisor. He started at Lebel & Harriman as a Retirement Counselor in 2020 and has since transitioned into the firm’s Senior Retirement Counselor.
Nate is an active outdoor enthusiast and avid reader. Some of his favorite activities include snowboarding, hiking, skiing, mountain biking, and more recently playing golf (albeit not that well). Some of Nate’s favorite books include Conscious Capitalism by John Mackey, Think Again by Adam Scott, and Save More Tomorrow by Schlomo Benartzi. Nate lives in Cumberland with his wife Marianna, daughter Madeline, and son Pierce. In his spare time, you will see Nate and his family enjoying all the great things that Maine has to offer.
