Nathanael is a Wealth Advisor for Avior Wealth Management.
Nate joined LifeStage Wealth Management in May of 2006 as a Wealth Advisor. Nate continued on with LifeStage as they moved forward with a partnership with Avior Wealth Management in 2021 that eventually led to a full integration into the Avior Wealth organization. Nate is a caring CFP® professional who can help navigate clients through the many stages that take place in their life. He is devoted to providing trustworthy unbiased financial expertise in partnership with our clients to enhance their financial security with service that exceeds their expectations.
Nate holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the National Social Security Advisor® certification. He completed his Master of Science in Personal Financial Planning through the College of Financial Planning in 2017. During that time, he also attained his Master Planner Advanced Study (MPAS®) designation. Nate attended and graduated from Minnesota State University-Mankato with a Bachelor of Science in Financial Planning. Nate is also a local member of the Financial Planning Association to keep current on any trends in the financial planning profession.
Community involvement is important to Nate. He has served on boards of his church and children’s school as well as a local nursing home facility located in the south metro. He currently is a Treasurer of his church. He serves local charities such as Feed My Starving Children, Habitat for Humanity, Second Harvest Heartland and many others. He works to instill these same beliefs in his four young children as well.
Nate cherishes time spent with his family. His wife, Andrea, and their four kids – Grace, Isaiah, Noah, and Noel keep him very busy! Living in Minnesota, Nate enjoys many outdoor activities such as fishing, golfing, camping and just relaxing on the deck.