Nate is a financial advisor at Blue Financial. He earned his degree in business administration and economics from Roanoke College, where he also played collegiate soccer. His passion for financial planning grew from a desire to better understand and manage his own finances. As an advisor, Nate not only crafts personalized financial plans but also offers ongoing support to ensure his clients stay on track. He has passed the Series 65 securities exam and holds his life insurance license and the National Social Security Advisor (NSSA®) designation. As a fiduciary advisor, he always prioritizes his clients’ best interests.
When he’s not working, you can find Nate cheering on Charlotte FC or staying active on the pickleball or tennis courts.