Nate is a Salisbury-based advisor serving clients across Delmarva. As a CERTIFIED FINANCIAL PLANNER® professional, he is committed to delivering thoughtful, holistic planning—particularly for individuals and families approaching or navigating retirement. Nate takes pride in helping clients align their financial decisions with their broader life goals, providing clarity and confidence through every stage.
A true Salisbury native, Nate attended James M. Bennett High School and graduated from Salisbury University with a Bachelor’s degree in Finance, concentrating in Financial Planning. After marrying his high school sweetheart, Kelli, in December 2023, the couple is proud to continue calling Salisbury home.
Outside of the office, Nate enjoys staying active through golf and pickleball. He is a member at Nutters Crossing Golf Course, frequents The Courts at Harmon Fields, and qualified for Pickleball Nationals in 2023.