WHO WE ARE
Nate joined Financial Life Advisors in 2020 as the Client Experience Officer after spending nearly 18 years in the investment management industry working with CIS Wealth Management Group in New Braunfels, Texas. During that time, he gained the experience and knowledge to impact client lives by working with clients on financial planning matters including investments; overseeing operations and technology; and serving as the Chief Compliance Officer.
Nate’s background on both back-office operations as well as his understanding and experience by serving in an advisor role for many years helps him create the best possible client experience. Nate has a strong passion for creating value in the lives of our clients and improving the financial advice experience for clients.
Nate continues to pursue higher learning and advancing his education in order to better serve clients.
Areas of Service
- Make client interactions as easy and timely as possible
- Enable the CFP® professionals and the rest of the team to work efficiently and effectively
- Improve firm-wide operational efficiency and accuracy
- Implement and optimize technology which informs and enhances the client experience
- Implement the robust compliance culture of Financial Life Advisors
Business Related Activities
San Antonio Compliance Roundtable
After spending his early years growing up in the Kansas City area, Nate became a Kansas City Chiefs football and Kansas Jayhawk basketball fan. Moving to Texas over 30 years ago, he now calls Texas home and could not imagine living anywhere else.
Nate is an active community volunteer, currently serving on the Board of Directors of RISE Therapeutic Equestrian Center.
Outside of work he enjoys spending as much time as he can with his family and their dogs. He and his wife also enjoy exploring new traveling destinations and being a foodie on weekends.
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