Nate has 26 years of experience in banking and financial services. Nate’s extensive industry experience began with working for a large regional bank working with the bank’s investment portfolio and foreign exchange division.
With a desire to become more personalized and consumer-focused, Nate joined Charles Schwab & Co. in 2005. In this role, Nate helped individuals and families analyze, restructure, allocate, develop and manage customized portfolios to help meet their needs and goals. Nate joined Secure Investment Management in April of 2013.
Currently, Nate’s responsibilities at SIM are directly aligned with his expertise in portfolio management and income planning. Nate holds his FINRA Series 7 and Series 66 licenses, as well as the Life, Health, & Sickness Insurance license.