One of our Lead Wealth Advisors, Nate provides comprehensive financial planning for our WealthPoint clients.
Nate settled in with WealthPoint after spending some time in the corporate finance world of Charles Schwab. He realized that he needed more valuable relationships with the clients and families he was helping. Nate has found that here.
While helping families with their financial journeys, he enjoys getting to know them and building meaningful relationships.
Nate grew up in Fort Wayne, Indiana and graduated from Ball State University with a degree in Finance and minor in Financial Planning. Learning more about financial markets in both classes and in his free time, he discovered helping families navigate through their financial journeys is his passion.
In his spare time, Nate enjoys hiking, working out and traveling to new areas with his new wife Gabby. He loves showing family and friends all the different food spots Indianapolis has to offer but is not shy to cook a meal himself. You will often find Nate at the lake enjoying water sports or frustrated on the golf course.
Nate may also be reached at neix@wealthpointadv.com or 317.818.1040 at extension 170.