Since 2002, Nate has been involved in the risk management and financial services industry. 

His background, from being an Independent Agent Owner to being a national sales consultant for hundreds of agents, provides him with the kind of experience needed to succeed as a Business Development Manager for Futurity First. 

With two important industry designations under his belt – Chartered Retirement Planning Counselor and Certified Wealth Strategist – it’s clear that Nate is dedicated to ongoing professional education, and keeping updated on issues that could impact his clients. 

He has multiple licenses in insurance advising, and believes in building close-knit relationships with the clients and advisors he works with. 

Originally from Dallas, Texas he moved to the Phoenix area in 1996 and has enjoyed Arizona as a whole. If he’s not busy with work or spending time with his family, Nate is often found golfing, mountain biking and serving and growing in his faith at Christ’s Church of the Valley. 

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Talk with Nate

At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.

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Financial planning and investment advisory services offered through Sequesnt Planning, LLC, a Registered Investment Adviser (RIA). Sequent and its advisers do not render tax, legal or accounting advice. Our advisers are independent contractors and not employees of Sequent. “The information provided on this website is for your educational purpose. This site is published for residents of the United States. Information presented is for education purposes only and does not intent to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investing involves risk. The content provided is believed to be accurate. Sequent relies on third-party providers for content. Any subsequent, direct communication by Sequent with a prospective client shall be conducted by a representative that is registered (except if relying on de minimus rule) in the state where the prospective client resides.”