Experience & Activities
Nate’s financial services career started after graduating college in 1998. Today he specializes in working with business owners, retirees, and executives/professionals. More specifically helping his clients in the areas of:
Wealth Management / Retirement Planning / Financial Planning
He received his college degree from the University of Colorado-Boulder, and then continued his education in the financial services field achieving the Certified Financial Planner (CFP®) and Charted Financial Consultant (ChFC®) designations. Nate is a past member of the Board of Directors of the Financial Planning Association of Minnesota, and multiple time Freedom Club awardee for outstanding customer service by LPL Financial.
Nate’s favorite thing to do is spend time with his twin daughters Elle & Sophia. Besides owning Salt Financial, his other full-time job includes chauffeuring his girls around to school in Orono, dance, gymnastics, soccer, skiing, and swimming, as well as being their butler. When he finds time, Nate also enjoys being in the outdoors through hunting, fishing, boating on Lake Minnetonka and traveling to a beach somewhere tropical.