At CenterPoint Financial Group, our team strives to provide personalized financial planning that’s in step with your life. Rather than asking you to settle for a prepackaged program, our professionals will create a carefully tailored strategy that is in balance with what is happening in your life today while actively working toward your goals for tomorrow.
"We are not a team because we work together–
We are a team because we respect, trust, and care for each other"
–Vala Afshar
Nate is a second-generation financial planner who started in 1995 before co-founding CenterPoint Financial Group in 2000. Nate continues to lead the team at CenterPoint as President & CEO, positioning the company as one of the pre-eminent planning firms in Nebraska, with locations in both Omaha & Nebraska City.
A 1995 graduate of Doane University, Nate completed his Bachelor’s Degree with a double major in Math and Economics. In addition to his education, Nate is a Certified Financial Planner™ professional – a certification upholding the principles of honesty, integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. CFP® professionals are required to act as a “fiduciary” when providing financial advice to a client—acting in the best interest of their financial planning clients.
In 2020, Nate was recognized again by Forbes Magazine as one of Nebraska’s Best-in-State Wealth Advisors. This achievement, determined by SHOOK Research, was a true honor for Nate and he is grateful to be included among those select few.
Outside of the office, Nate and his wife Alyssa enjoy spending time with their three daughters while cheering them on in their many activities. Growing up a huge basketball fan, and spending four years playing college basketball, you can also catch Nate following the NBA in his free time.
Doug is a partner at CenterPoint Financial Group and works alongside Nate to lead our team in providing tailored financial guidance for clients. With over two decades of experience working in the financial services industry, he is knowledgeable in comprehensive financial planning services. When working with families and individuals, Doug thoroughly evaluates each client’s specific situation in order to properly implement a financial strategy that aligns with their needs and goals.
Doug earned a bachelor’s degree in business administration with an emphasis in finance from Doane University. Doug is a Certified Financial Planner™ Professional - a certification upholding the principles of honesty, integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the CFP Board’s Code of Ethics. CFP® professionals are required to act as a “fiduciary” when providing financial advice to a client—acting in the best interest of their financial planning clients. In addition to his CFP® certification, Doug is also a Retirement Income Certified Professional® and a Chartered Financial Consultant®.
When he’s not in the office, Doug enjoys golfing and spending time with his family. Originally from Superior, he lives in Omaha with his wife, Beth, and their children, Tyler and Paige.
With more than 20 years of experience in financial services, Patty has displayed her ability to provide clients with exemplary customer service at every point of contact. With attention to detail, Patty helps clients with deposits, withdrawals, setting up accounts and making other account changes as needed. Most of all, Patty enjoys working directly with clients and the part she plays in helping them pursue their goals.
A native of Nebraska City, Patty attended Peru State College where she majored in psychology and sociology and earned her Bachelor of Arts. Patty also holds life and health insurance licenses.
Patty lives in Nebraska City with her husband, Alan. When not assisting CenterPoint’s clients, Patty enjoys traveling, playing music, and brushing up on her photography skills. Most free time is spent attending various activities of their grandchildren and enjoying time with family, friends and pets.
Micah joined CenterPoint Financial Group in April of 2019 as a Paraplanner to work alongside Nate, Doug and the team to provide sound, comprehensive planning to clients. His financial planning expertise allows him to plan and prepare financial strategies tailored to each client’s personal financial objectives and goals. As a CERTIFIED FINANCIAL PLANNER™ Professional, Micah has met the rigorous training & education requirements put forth by the CFP Board, while remaining committed to the ethical standards of honesty and integrity.
Before joining our team, Micah was a Financial Advisor at Wells Fargo Advisors and worked as a Registered Client Associate for several years. In addition to his industry experience at Wells Fargo, he previously worked as a Financial Associate at TD Ameritrade. Prior to entering the financial industry, he gained valuable experience in client-centric roles including project and account management.
Micah grew up in Lakin, Kansas and then attended the University of Nebraska at Kearney, where he earned a Bachelor's Degree in Business Administration with an emphasis in management. While at UNK he participated in track and field. Micah also holds life and health insurance licenses.
When not in the office, Micah enjoys spending time with family, having friends over for BBQ’s and also likes fishing and homebrewing. Micah lives in Omaha with his wife, Angela, and their children, Maya and Layla.
Isaac joined CenterPoint Financial Group in 2024, bringing his expertise in customer service and client satisfaction to our team. Prior to this role, Isaac worked at Charles Schwab, where he specialized in guiding clients towards their investment goals and providing education on stock market fundamentals. He is passionate about helping others optimize their investments and financial decisions to reduce stress and enhance their quality of life.
Originally from Lincoln, Isaac relocated to Omaha for his studies at the University of Nebraska at Omaha, where he earned a degree in Finance with concentrations in Investment Science, Financial Markets, and Banking Services. During his time at the university, Isaac was a member of the College of Business Administration Scholar’s Academy and had the enriching experience of studying abroad in Europe.
Outside of work, Isaac enjoys spending time with family and friends, engaging in activities such as boating, golfing, skiing, and cheering on the Huskers. He currently resides in Elkhorn with his wife, Zoe, and their cat, Sock.