Nate began his career at UBS in 2015 as a Wealth Planning Associate and transitioned to Financial Advisor in 2017. A basketball player in college at the University of West Florida, Nate enjoys working with professional athletes on all aspects of their financial lives. With his wealth planning background, he helps create plans for both athletes as well as high net worth clients of the firm. Nate particularly focuses on new relationship development and client relationship management.
Nate earned a BA at the University of West Florida and a Master’s degree in Business from Ashford University’s Forbes School. He is active in the local community and especially enjoys volunteering his time at Skycrest Christian School’s basketball camps. An avid outdoors person, Nate has hiked extensively in the western part of the country. He lives in Trinity, FL with wife Ashley and their two Siberian Huskies.