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Nate is co-Founder of CORE Wealth Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™(CFP®) designee. He has worked in the wealth management business since 1999. In addition to his role as Advisor, Nate serves as the lead for the firm’s financial planning division. Nate also serves as a member of the firm’s Investment Committee.

As an Advisor, Nate works closely with clients, assuring their goals are appropriately aligned with their risk tolerances and expectations. He focuses on education and communication so clients have a clear understanding of how their wealth is being managed. He also advises clients on topics including retirement planning, estate planning, tax planning, and education planning.

Nate graduated from Florida Southern College in 1999 with a degree in Accounting. In 2001, he achieved his current designation as a CERTIFIED FINANCIAL PLANNERâ„¢.

Nate is a Rotarian in the Downtown Lakeland Rotary club where he has been an active member since 2002. He has served as club treasurer, board member and led various committees. More recently, Nate was selected to participate in both the Leadership Lakeland and Leadership Polk enrichment programs. Nate also serves on various non-profit boards.