About
Nate began his career in the financial services industry in 2003 and has worked as a full-time wealth advisor since 2005. He joined Wealth Enhancement in 2021.
Finances can be complex, and these challenges only seem to multiply as wealth builds. Decisions often need to be made to navigate cash flow, investments, taxes, insurance, and estate planning, among others. As a wealth advisor, Nate takes a personalized approach to understanding the goals and challenges of each client. He then uses his experience and knowledge to guide his clients through the unique circumstances of their financial lives.
Nate resides in Williamsport, Maryland with his wife, Bethany, and their four children. He enjoys spending time with family, sports, reading, and carrying on his grandfather’s love for gardening.
Nate has been named to the Forbes 2023 List of Top Next-Gen Wealth Advisors Best-In State (1) and the Forbes 2024 List of Best-in-State Wealth Advisors (2).
- BS - Finance, Shippensburg University
- CERTIFIED FINANCIAL PLANNER™ Professional
Education
- BS, Finance, Shippensburg University
Awards
- Forbes Best-In-State Wealth Advisors - #88 in Maryland – State¹
- AdvisorHub – 100 Next Gen Advisors to Watch #86²
Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
