Nate joined CFS in 2023 and is currently based out of our Salisbury office. With previous experience in the finance industry, Nate brings a fresh outlook on servicing clients across Delmarva.
A true Salisbury native, Nate attended James. M. Bennett and graduated from Salisbury University with a Bachelor’s Degree in Finance with a Financial Planning Track. After marrying his high school sweetheart, Kelli, in December 2023, the couple has chosen to continue make Salisbury their home.
In his free time, Nate is passionate about golf and pickleball. He frequents The Courts at Harmon Fields, is a member at Nutters Crossing Golf Course and qualified for Pickleball Nationals in 2023.