Associate Advisor/CFP®
As an Associate Advisor, Nate provides investment and financial advice to Park Piedmont’s clients and works closely with them and the Park Piedmont team to deliver thoughtful advice and service. Nate has an expertise in guiding people through decision-making around Long-Term Care, disability, and life insurance, having earned his insurance license while working in risk management prior to joining Park Piedmont. Additionally, Nate helps improve Park Piedmont’s advisory processes and ensures that they run effectively.
Nate attended Macalester College, where he majored in Economics, minored in Philosophy, and played on the baseball team. He lives in Cincinnati with his wife, Nuria, and his dog, Peanut.