Client Relationship Summary

Nate Baumann

PARTNER AND FINANCIAL PLANNER

Since joining the firm in 2007 and on-boarding as a partner in 2012, Nate has been an incredible asset to our clients. Nate was born right here in Holland, Michigan and loves being able to help his community with more than just managing their money. With a bachelor’s degree in finance from Grand Valley State University and an MBA from Michigan State University—as well as being licensed in Life and Health Insurance—Nate is available to provide you with solutions and guidance with anything you or your business may need. When Nate’s not working, he’s enjoying time spent with his two beautiful daughters and building his community through nonprofit board service.

Get In Touch

WHO WE ARE

we collect cookies