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 attorneys on their client’s crisis planning cases for Medicaid. 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.