Salt Lake City, Utah Office
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Nate helps clients reduce stress by bringing clarity to everyday financial decisions. He supports individuals and families with goal-based planning and practical next steps. He believes awareness and intention are key to financial success.
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Nate began with EP Wealth as an intern while studying financial planning and formally joined the firm in 2022. He completed the requirements to become a CFP® professional and passed the Series 65 exam. He earned a B.S. in Personal Financial Planning from Utah Valley University.
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Nate’s approach is straightforward, organized, and client-first. He helps clients set goals and understand where their money is going to help them build consistent habits that create long-term freedom and confidence.
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Nate enjoys basketball, pickleball, and golf. He loves traveling and spending time with his wife, family, and friends. Outdoor time is a favorite reset.
Connect with Nate
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