“I truly enjoy demystifying financial concepts for those who may not have the time, interest, or expertise to do it on their own.”
As part of the financial planning team, Nate develops plans and projections, tracks risk management trends, and provides the necessary support and analysis to ensure Truepoint clients receive superior financial guidance and top notch service. “I am passionate about Truepoint’s dedication to always serving as transparent, unbiased advisors for our clients.”
Nate graduated cum laude from The Ohio State University with a bachelor’s degree in political science. He then completed his MBA with distinction at Capital University, also in Columbus and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of work, Nate enjoys playing basketball, making pizza, reading and travel. He and his wife live in Oakley.