Nate joined the Noble Wealth Management team in 2016 and serves as the Director of Investment Operations and Research. Nate moved to Colorado from a small town in Iowa and earned degrees in finance and marketing from the University of Denver. Nate not only helps with all new client onboarding documents, but also does analytics and works with Mark on investment research. He is currently studying and preparing for his first CFA exam. Outside of the office, Nate volunteers as a mentor with the Sports Buddies Program at Big Brothers Big Sisters of Colorado. Additionally, he enjoys attending sporting events and going on adventures with his corgi, Ella, including hiking and paddle boarding. Nate is also an avid fan of Duke and has on occasion been confused as one of the players – mostly due to his height.
Call Nate For Help With:
- Help with New Account Paperwork
- Changes to Your Systematic Withdrawal
- General Account Updates (Beneficiary/Title/etc.)