OUR STORY
Nate LeGrand began his financial services career in June of 1995. In January of 2000, he founded CenterPoint Financial Group with the goal of providing an independent financial planning experience for families and individuals. The professionals at CenterPoint Financial Group have evolved and now serve a select clientele.
In December of 2016, with the goal of growing and expanding our services, Doug Riggert joined our team. Doug brings more than 20 years of industry experience to the firm. With a friendship that dates to their freshman year at Doane University, Nate and Doug’s strong bond, shared professional philosophies, and individual strengths allow them to offer clients a holistic, team-oriented and collaborative approach to serving clients’ financial planning needs.
"There is a spiritual aspect to our lives – when we give, we receive –
when a business does something good for somebody, that somebody feels good about them!"
–Ben Cohen, Co-Founder Ben & Jerry's
Benefits of Working With Us
Concierge Client Service.
We believe in providing a superior customer service experience that offers state of the art communication, education, consultation and tracking to ensure we aid our clients in navigating an increasingly complex financial world.
Collaboration & Teamwork.
We believe gaining an understanding of your entire financial picture is essential to provide a comprehensive financial strategy. Collaboration with your professional team (such as your CPA, estate planning attorney or insurance agent) will help ensure all members are working toward the same objectives.
Understanding Your Unique Situation.
Our role is to understand what makes you tick. What are you concerned about? What do you prioritize? What risks are you comfortable with or not comfortable with? What do you want to accomplish? Are your goals realistic and attainable? When “life” happens, what are our contingency plans? What are some of the things you don’t realize you don’t know? Are there potential pitfalls that haven’t been addressed?