Meet Nate
Nate is a Wealth Advisor based in the Grand Rapids area of Michigan. Nate joined Mercer Advisors in 2026 after beginning his financial services career in 2016 and serving in wealth advisory and financial planning positions at various firms. Nate earned a Bachelor of Business Administration degree from Northwood University and an MBA degree from the Jones Graduate School of Business at Rice University, and he is a CERTIFIED FINANCIAL PLANNER® professional. Nate finds motivation in seeing a client gain confidence from having a thoughtful financial plan and a team that’s practicing together on the client’s behalf.
Nate’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Nate has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Family businesses navigating succession, liquidity, and legacy goals
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Helping new families shift financial priorities while building a strong foundation for the future
His working style
Nate brings clarity to complexity. He takes the time to understand what matters most and create strategies that align with a client’s specific goals. Nate enjoys building long-term relationships, simplifying complex problems, and helping people focus less on their finances and more on the life they want to live.
Nate in real life
What keeps you busy outside of work?
I love to spend time outdoors with my wife, Shannon, and my golden retriever, Rusty.
What keeps you busy outside of work?
I enjoy cooking and grilling, especially on gameday. I’m a big Michigan and Detroit sports fan.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because it provides all the tools for me to be a fiduciary and bring the most value to client relationships.
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