Nate is committed to helping clients understand all the pieces that go into financial planning. His favorite part of the job is seeing his clients gain a better understanding of their financial situation and becoming more confident in their finances. He loves seeing his clients be able to enjoy their retirement the way they always dreamed about. Nate enjoys getting to know people from all walks of life and being able to help them get to where they want to be.
Nate did not always want to be in finance, but he did know he wanted to help and serve others in some way. After working as a teller, and then as a deposit counselor at a bank, he saw firsthand how a person’s finances affect all aspects of their lives. Nate saw how educating people about their financial options could be a great way to serve and benefit others. He became a financial advisor and then dedicated himself to becoming a CERTIFIED FINANCIAL PLANNER™ professional so that he was better equipped to give clients the guidance they needed.
Nate graduated from Harding University where he met and married his wife, Kasey. They have two beautiful children, Aubrey and Parker. They love going on family adventures and enjoy cheering on both the St. Louis Cardinals and the Oklahoma City Thunder.
Favorite Food
Mint Chocolate Chip Ice Cream
Favorite Hobbies
Reading, running, building LEGO’s and having tea parties
Quote
“Our finances can either help us make our hopes and dreams come true or they can keep us from reaching them.”~ Nate Haberman
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