NAPFA Fall 2025 National Conference Speaker

Nate has been helping clients navigate their financial futures for nearly three decades. He entered the financial services industry in 1995, became a Certified Financial Planner™? professional in 1999, and earned a Masters Degree from the College for Financial Planning in 2002. His career includes leadership roles at national RIAs in Charlotte, Chicago, and Seattle, where he learned firsthand that lasting success comes from deep client relationships, not just portfolio management. In 2019, Nate founded Financial Freedom for Dentists, a fee-only firm specializing in helping dental practice owners achieve their financial goals. Having worked with hundreds of dentists across the country, he blends technical expertise with a personal, practical approach to financial planning.