A North Iowa native and now current resident of Rochester, MN, Nate has spent almost a decade in varying degrees of the financial industry. The passion to help individuals meet their financial goals was born during the Great Recession of 2008. It was during this time, employed as an annuity/mutual fund specialist for a large investment company, Nate spent considerable time conversing with panic-stricken clients discussing what happened to their retirement money. Compelled by the complete lack of understanding people displayed during the Financial Crisis, Nate strives to provide education and coaching for people to better grasp their financial situation.
Nate also provides experience managing compliance. Having assisted with comprehensive Security and Exchange Commission audits at a previous firm, he understands the complexity and rigorous documenting needed to create and enforce a robust compliance program. Nate will act as a Compliance Director for STAR Capital and takes great satisfaction knowing that client needs come first, not the financial interest of the firm.
Nate lives with his family (Kim-wife and two sons – Benson and Simon) in Rochester, MN. When not serving compliance needs, he also helps with day-to-day assistance at Strategic Tax and Retirement, the financial planning sister company of STAR Capital. For fun, he enjoys playing competitive disc golf, listening to the Minnesota Twins/Vikings, and new adventures with his kids.