Nate is a Wealth Advisor for Avior Wealth Management.
He knew from an early age that he wanted to serve clients in a planning capacity for his career. Being an Omaha native, Nate went on to earn his CERTIFIED FINANCIAL PLANNER™ designation and a Bachelor’s in Business Administration with a specialization in Financial Planning from Creighton University.
Nate joined Avior and worked in the financial planning department, having the opportunity to work with hundreds of unique clients and financial plans. His extensive knowledge and ability to take complex strategies and communicate those in understandable terms to clients sets him apart. Nate works with many different types of people and is most passionate about helping his clients realize goals that they thought would never come.
Most importantly, Nate is grateful for the personal relationships that he has with the clients that he works with. “Financial planning shouldn’t be just a transaction; it should involve deeply personal relationships.”