Nate has been a part of the Reeg Group since 2018. Nate is one of a select group of advisors who have undergone extensive education, training and experience requirements necessary to call themselves a Family Wealth Advisor. Baird Family Wealth Advisors are focused on all aspects of generational wealth planning. This includes complex business transactions, estate and legacy planning, executive compensation as well as tax and retirement planning. Nate loves getting to work alongside clients as they go through all of life’s milestones, from stating a business or changing jobs, to starting a family and planning for the next generation.
Nate graduated from Grand Canyon University with a bachelor’s degree in Finance & Economics and holds both the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR™ designations. Originally from the great Pacific Northwest, Nate now resides in Phoenix with his wife Megan and their son Graham. Nate enjoys following sports and spending time outdoors hiking and golfing.