Nate is a finance professional with a solid foundation in education. He graduated from the University of Illinois at Champaign Urbana in 2007 with a BA in finance and economics and holds a NIPR Life and Health Insurance certification.
Originally from Orland Park, IL, Nate now resides in Chicago. His professional background includes a significant stint as a Public Funds Consultant with PMA Financial Network, where he assisted municipalities with their investment and financial needs.
Actively engaged in professional associations, Nate is formerly a member of the Illinois School Business Officials (IASBO) and the Florida Government Finance Officers Association (FGFOA). Focused on helping clients in their 30s, new families, and small businesses achieve their financial goals, Nate takes pride in his role as a trusted advisor to executive leaders of local governments, a role he has held for over 16 years.
Outside of work, Nate enjoys golf, bike rides along Lake Michigan, and spending quality time with family and friends.
Nate is insurance licensed in the following states: IL