16934 Frances Street,
Growing up in a military family, Nathan had the opportunity to move often and live around the world. And while he and his wife Ren still love to travel, they are proud to call Omaha home. Go Huskers! They have been married 8 years and reminisce just how fast time flies with their two kids, Hayden (6) and David (3). Ren, an accomplished ballet dancer and photographer, has seamlessly transitioned from pirouettes to parenthood, somehow gracefully managing the dozens of roles that come with being a mother. Nathan keeps life interesting, according to Ren, as he collects hobbies and interests and seems to be tinkering or tackling a new project each month.
Nathan brings a proven commitment to his clients and an impressive amount of industry experience to the Team. Starting in the financial industry straight out of high-school, Nathan achieved his Series 7, 66, 24 and 4 in his 10+ year tenure with TD Ameritrade. He then joined former broker/dealer Securities America and provided business coaching and consulting with a focus on Continuity, Succession and Acquisition planning for financial professionals. Nathan earned a bachelor’s degree in Business Management from Bellevue University as well as his Behavioral Financial Advisor™ and Certified Exit Planner™ designations.
Bringing 15+ years of industry experience to the table, we’re excited about the opportunity to partner with Nathan and the value-add he brings to the table for our clients. With his balance of planning and technology experience, we look forward to expanding on our thorough planning foundation and offering additional tools and services over the coming year.