A native of Bucks County and a college graduate from Cairn University with a Bachelor’s & Master’s degree in Business Administration, Nate has been a part of SPG’s team since 2021. While at Cairn, Nate was a member of Cairn’s NCAA Golf team and represented the team in the university’s chapter of the Student-Athlete Advisory Committee. Additionally, he traveled the world with the university’s chorale, and was a member of the university’s chapter of Enactus while being a leader on and off the course and stage.
During college, Nate began working at Whitemarsh Valley Country Club in their golf operations department and eventually became the pro shop intern for two years. It’s there he built up his communication and interpersonal skills and learned many different aspects of business and the club.
Nate has been a true asset since joining Secure Planning group in 2021 as the Relationship Manager for Martin Minder and Kevin Ralph. Nate serves as a primary point of contact for the team with his excellent communication and presentation skills. He interacts and maintains relationships with clients, assists in preparation for client meetings, and currently holds life, health, and long-term care insurance licenses. Nate carries himself humbly and continually learns all the specifics and products of the business and with his unwavering desire to do well for others, it drives his constant pursuit toward customer service. While not hard at work, you can find Nate enjoying the outdoors, playing golf, or somewhere inside playing the piano, guitar, or even singing.