Nate has spent over a decade working as a consultant to help other financial advisors address the needs of their clients all the over the country. Having an intimate knowledge of various investment strategies, planning software, insurance companies and their products, he decided to put that knowledge to use in the community. His goal in every meeting is to help his clients pursue their financial goals through extensive holistic planning to allow for the creation, preservation and transition of wealth in the most tax-efficient manner.
After growing up abroad and living in various parts of the country, Nate, his wife, Liz, and their two children decided to settle down in Rapid City to be a part of BMS Financial Advisors, L.L.C. When not serving clients, Nate and his family can be found outside and enjoy climbing, biking, hiking, fishing and hunting!