Experience & Activities
Nate specializes in working with Business Owners, Executives/Professionals, Retirees and Farmers. More specifically helping his clients in the areas of:
*Retirement Income Planning
*Family Business Succession Planning
*Employee & Executive Benefits
Nate is a past member of the Board of Directors of the Financial Planning Association of MN and is a currently involved with the Lake Minnetonka Association and Rocky Mountain Elk Foundation.