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.
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He began with EP Wealth as an intern while studying financial planning and formally joined the firm in 2022. He earned a B.S. in Personal Financial Planning from Utah Valley University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
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His approach is straightforward, organized, and client-focused. He helps clients set goals and understand where their money is going. He believes consistent habits create long-term freedom and confidence.
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He enjoys basketball, pickleball, and golf. He also enjoys traveling and spending time with his wife, family, and friends.
Connect with Nate
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