Nate joined the team in 2018 as a Benefits Planner before taking on his current role. Most of his time is spent speaking with new clients, educating them about our products, services, and planning strategies and how to incorporate them into their business. He makes presentations to prospective clients and collaborates with team members in order to provide the best customer service to agents and achieve the best economic outcome for their senior clients. On any given day, Nate can be found assisting clients as they assess their long-term care planning cases, determine which planning strategies should be used, and develop an implementation plan.
Nate earned his bachelor’s degree in Business Administration with an emphasis in Finance and a minor in Accounting from the University of Wisconsin—Green Bay. His prior experience in customer service, sales support, and financial analysis has prepared him for his current role by developing his problem-solving and multitasking skills. He has also learned the most effective ways to analyze situations in order to obtain the best possible outcome.
As the New Business Advisor, Nate utilizes a variety of skills, including excellent customer service and detailed analytical abilities. He is enthusiastic about the products and planning services we offer, and he appreciates being able to communicate that enthusiasm to new and existing clients. He loves being able to provide seniors with the peace of mind that they can get relief from the financial burden in front of them. Nate values hard work, determination, and honesty, and these ideals drive him every day.
Outside of work, Nate enjoys spending time with his wife and three boys. He also loves hunting and fishing.