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Experience

As a consultant in our high-net-worth and ultra-high-net-worth practices, I specialize in providing holistic wealth management services to individuals and families, many of whom are current or former business owners. 

View More of Nate's Experience

One of my life goals is play each of the “Top 100 Golf Courses You Can Play” in the United States. I’m currently at seven out of 100 — I have a long way to go.

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