CFP®, CPWA®

Nate grew up playing sports – basically all of them. From middle school through high school, there wasn’t a single semester where he wasn’t in season. Nate loves the competition, camaraderie, and strategy involved with sports as well as the correlation between preparation and success. He’s taken those passions and lessons into his professional career, working with clients and other professionals to define and accomplish a shared goal.

Nate joined JVL in 2022, bringing his experience to a team of experts that enjoys serving others. For the first 8 years of his career, Nate served high-net-worth individuals at a large national Registered Investment Advisor. He has experience helping business owners, professionals, and executives develop and execute complex strategies related to succession planning, estate and tax planning, and charitable planning. He truly enjoys bringing value to others and understands that “value” means something different to everyone.

Nate graduated Cum Laude from the University of Notre Dame with a degree in Economics and holds the Certified Financial Planner® (CFP®) designation and the Certified Private Wealth Advisor® (CPWA®) designation.

Nate is a lifelong resident of Grand Rapids. He loves to golf and road trip through Northern Michigan – most often to Pentwater and Glen Arbor - with his wife, Molly, their two daughters, and their golden retriever, Hootie.