Nate grew up in New Hampshire, where he developed a lifelong appreciation for the outdoors. The mountains and lakes of New England helped shape many of the interests he still enjoys today, including skiing, fishing, and mountain biking.
He studied economics at Hobart and William Smith Colleges and began his career at Fidelity Investments before launching his own financial advisory practice focused on retirement planning. With more than 23 years of experience, Nate has helped individuals and families make informed financial decisions and prepare for the future with confidence. In February 2026, he joined Brown, Lisle/Cummings, Inc., a move that reflected his continued commitment to providing personalized financial planning and wealth management services to his clients.
Nate lives in Upton, Massachusetts with his wife, Kara, and their three children. Outside of work, much of his time is centered around family life, including coaching his son’s youth soccer team and supporting his children’s activities. He is also active in his local community and has served as both a board member and member of a nonprofit organization in his hometown.
When he’s not working with clients or spending time with family, Nate enjoys spending time in his garden and taking advantage of the outdoors whenever he can.