About
Nate brings nearly 15 years of financial planning expertise to the firm, most recently as Chief Planning Officer for the Financial Advisory Group. There, he oversaw the financial planning team and the development of long-range strategic plans for clients, including cash flow, current financial position, retirement, insurance/benefits, and analysis of complex estate plans, as well as managing the bill pay services for family office clients. He joined Wealth Enhancement Group in in 2024 along with his colleagues.
Nate has served on the board of the Financial Planning Association of Houston as the director of NexGen and Career Development. He is also involved with the NAPFA regional study group and is a member of Ed Slott’s Master Elite IRA Advisor Group.
Originally from Salt Lake City, Utah, Nate and his wife, Allison, are the proud parents of four children. He enjoys volunteering for his church, and his hobbies include golf, tennis, watching sports, and playing with his kids.
Education
- MS - Personal Financial Planning, Texas Tech University
- BS - Psychology, University of Utah
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