Nate’s Story
Nate leads the Commas team, serving as Co-Chief Client Officer on Truepoint Wealth Counsel’s management team. In this role, his primary responsibilities are focused on guiding the firm’s financial planning philosophy, ensuring clients benefit from top-tier and highly efficient planning strategies. He fosters collaboration between Commas and Truepoint Wealth Counsel to develop an integrated and harmonious approach to client service. Additionally, he plays an active role as a financial planner for numerous client relationships, drawing upon his extensive experience to aid clients in their journey toward a satisfying retirement.
Outside of work, Nate enjoys making pizza, reading, travel and enjoying Cincinnati’s parks with his family. He and his wife live in Montgomery with their children
