Nate joined Goldstein & Associates in 2019 not long after attaining his finance degree from the University of Wisconsin-Eau Claire. With a strong passion for helping others and a drive to provide the best service possible, Nate enjoys the diversity that each day brings in his role as a client service specialist. From preparing paperwork and gathering information for meetings to assisting clients over the phone and various administrative duties, each day brings something different.
Nate chose a financial services career because he feels this highly competitive field continually pushes him to not only keep learning but also become the best version of himself. As he gains knowledge along each step of the journey, he enjoys passing this knowledge to others and seeing how it positively impacts their lives. From their first house, parenthood, graduation, retirement and everything in between, experiencing these exciting moments with clients has the added benefit of building strong relationships.
With his passion for learning, Nate is currently pursuing the CFA® designation, and plans to follow that with the CFP® and possibly a masters degree in financial planning or business. His dedication, motivation and persistence drive him to continually excel.
Nate grew up in a small town with a very large family, including eight brothers and sisters. His small school afforded him the opportunity to play multiple sports, including basketball and football, and he loves being able to mentor younger athletes. In fact, Nate still volunteers as a coach for his high school’s football and basketball teams.
In his free time, Nate enjoys spending time with family. He especially loves traveling to Crivitz, WI, to visit his aunt for boating, great food and games, or traveling to Phoenix to visit his brother. Some of his favorite memories are made outdoors — hiking, tubing, grilling, boating and playing cards or board games. He follows the Bucks, Badgers and Packers and likes watching sports in general. You can also find Nate reading a good book or seeking to expand his knowledge of finance.
Nate believes in giving back to his community and has participated in Feed My People, Junior Achievement, tutoring, and serving food at homeless shelters.
- Chartered Retirement Planning Counselor (CRPC®)