Client Onboarding Specialist
Nathan is a dynamic individual who thrives within the collaborative atmosphere of the Merkle Retirement Planning team, dedicating himself to assisting clients in realizing their retirement dreams. His journey to the team was paved with several years of experience in wealth management, during which he helped many families craft their financial strategies.
Now, as a Client Onboarding Specialist he enjoys being a part of the initial steps clients take towards retirement planning. From addressing the minutiae to overseeing the grand scheme of things, his objective is to ensure that every detail is meticulously accounted for and all questions are answered promptly as families and individuals build their RetireSecure Roadmap.
Nathan’s experience is backed by solid industry credentials. He has his life, health, and accident Iowa insurance licenses and has passed the Series 6, 7, 63, and 65 securities exams. His academic pursuits include earning an MBA from Concordia University in Nebraska.
His energy and enthusiasm carry over to his personal life and are evidenced by his love of the outdoors. Whether it’s golf, hunting, or biking, the former college baseball player loves being active. Among his cherished experiences is a Wyoming backpacking expedition, which was made memorable by fly fishing for rainbow trout and enjoying campfire cookouts.