Nate joined the team with a strong background in sales support, customer service, and financial analysis. As a Benefits Planner, Nate is responsible for working closely with insurance agents on their crisis planning cases for Medicaid. He also acts as a liaison between our agents and insurance companies. When it comes to his job, he enjoys helping clients meet their long-term care needs by providing beneficial options in a timely manner.
Nate graduated from the University of Wisconsin — Green Bay with a bachelor’s degree in Business Administration with a minor in Accounting and an emphasis in Finance. He is a Certified Medicaid Planner because he met specific education and experience requirements and also passed an exam about Medicaid planning. He is also a licensed insurance agent.
Nate is originally from West Bend, WI, and currently resides in Green Bay, WI. Outside of work, he is a big Wisconsin sports fan and enjoys golf, being outdoors, and spending time with his family.