As a Paraplanner, Nate provides investment and financial support to Park Piedmont’s advisors. He works closely with them and other team members to deliver thoughtful guidance and service. Additionally, he 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 is currently studying for the Certified Financial Planner (CFP) exam, which he plans to take in the summer of 2023. He lives in the Los Angeles area with his girlfriend, Nuria, and his dog, Peanut.