Nate is a second-generation financial planner who started in the business in 1995 before co-founding CenterPoint Financial Group in 2000. Nate continues to lead the Executive Team at CenterPoint and has positioned the Company into one of the pre-eminent planning firms in the Omaha area.
A 1995 graduate of Doane University, Nate completed his Bachelor’s Degree with a double major in Math and Economics. He is a Certified Financial Planner™ professional – a certification that required him to complete the arduous CFP certification process. He also holds the series 7, 6, 63, 65, 51, and 24 securities licenses along with life and health insurance.
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.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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