Nate’s goal in every meeting is to deliver value while helping his clients pursue their financial goals. Through personalized, comprehensive, holistic planning, he seeks to guide his clients through the creation, preservation, distribution and transition of wealth in the most tax-efficient manner.
Nate began his career in 2008 working as a consultant to help other financial advisors address the needs of their clients all the over the country. Nate joined BMS Financial Advisors, LLC as a Wealth Advisor after an extensive, multi-year search for an independent firm that aligns with his core values.
After growing up abroad and living in various parts of the country, Nate, his wife, Liz, and their two children call Rapid City home. When not serving clients, Nate and his family enjoy traveling, climbing, biking, hiking, fly fishing, hunting or being on the lacrosse field!
Nate holds the Series 6,7,63,65 with LPL, and insurance licenses and has the Accredited Investment Fiduciary (AIF®), Wealth Management Specialist (WMS) and Behavioral Financial Advisor (BFA™) designations. Nate holds a bachelor’s degree in Integrative Physiology from the University of Colorado.