“Investors work hard to accumulate their money. Why they put it into investments they don’t understand or know enough about is both a mystery and a tragedy.”
– Mark Pearson
Nate has a passion for helping clients achieve clarity in their financial goals with a tailored approach to each client. He graduated with honors from Bethel University with a B.S. in Accounting and Finance. After graduating from Bethel, Nate went on to obtain his CPA license.
Prior to joining Nepsis®, Nate gained valuable experience in public accounting at PwC as well as General Mills. During his time at PwC, he specialized in corporate taxation and high net wealth tax planning. While at General Mills, Nate worked with commodity derivatives. This experience helped him understand capital markets and why you need clarity when it comes to finances. Working in both public accounting and corporate America has allowed him to see the need for specialized tax planning and how the decisions clients make today impact the value of their business tomorrow.
In his free time Nate enjoys sports of any kind, with his favorite being basketball. He also likes to spend time with his friends and family.
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