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Thank You For Scheduling Your Introductory Conversation

We thought it would be helpful for you to learn a little more about me (Nate) ahead of our first call.

From my Bio Page

How can we get so far in life without ever really learning how to “win” with money? This was the question I found myself asking after completing a college degree, as well as throughout my tenure supporting the financial industry early in my career. Having never been one to let big questions remain unanswered, I decided to devote time to learning and teaching the fundamentals of personal finance to others.

After years of sharing new learnings in personal finance outside of my corporate work schedule, I discovered that continuing to learn and teach financial strategies was more than something I simply enjoyed - it was my true passion and vocation. There is nothing more rewarding than spending time helping my clients feel heard and empowered to face their greatest financial and planning questions with confidence.

Out Of The Office

As a Rochester native, I enjoy visiting all the beautiful parks and natural wonders that New York has to offer and also love exploring other parts of the country, meeting new people and creating new adventures. I am a die-hard Buffalo Bills fan and love getting out to games in person or cheering them on locally with friends and family. My favorite hobby is playing the guitar. I love music of all kinds, and enjoy playing in my free time; especially with my family at routine gatherings.


  • In 2014, I graduated from SUNY Brockport where I earned a Bachelor of Science in Marketing
  • I am a 2010 graduate of Spencerport High School.


  • I hold my Series 6, 7, 63, 26, 65, NYS Life and Accident/Health Insurance Licenses.