Salt Lake City, Utah Office
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Nate enjoys being able to help people with a problem we all share—managing our finances—and alleviating a burden that will free up their time. His fundamental tip for financial success is to set goals and know where your money is going.
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Nate was already involved in financial services as an intern at EP Wealth Advisors while he was in college studying financial planning. He formally joined EP Wealth in 2022 and has fast tracked his career by passing the FINRA Series 65 Uniform Investment Advisor Law exam, as well as completing all the requirements to become a CFP® Professional.
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Nate graduated from Utah Valley University with a B.S. in Personal Financial Planning.
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Beyond the world of wealth management, Nate finds pleasure in playing basketball, pickleball and golf. Married in August, 2019, he enjoys traveling and spending time with his wife, family, and friends.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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