Nate Tonsager, Cipm® Email & Phone Number

Alexandria, Virginia, United States

Alexandria, Virginia, United States

On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry. Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living.For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com.

Alexandria, Va

• Managed and maintained ten portfolio models in collaboration with the Director of Investments. • Recorded, organized and analyzed daily performance returns for each portfolio model. • Solely responsible for developing, implementing and monitoring twelve variable annuity investment models across various annuity providers for over $25,000,000 in assets under management.• Completed and confirmed the rebalancing of over 1,600 client accounts to make necessary updates to the portfolio model holdings based on changes to the firm’s dynamic investment thesis. • Supervised and assisted with execution of daily trading requests to ensure accurate completion of all client instructions surrounding cash flows and changes related to an account’s investment model.• Created tax conscious transition plans for new clients to ensure their current investments are transitioned to their desired Campbell Wealth portfolio model efficiently. • Supervised, and trained department employees on all internal company and department policies and procedures.

Alexandria, Va

• Acted as a dual employee responsible for helping clients with their banking and investing needs.• Conducted client meetings to discover each individual’s unique financial priorities while educating and guiding the client to a solution that is in their best interest. • Utilized retirement income projections and asset allocation snapshots to facilitate conversations and meetings with clients. • Worked with teams of Merrill Lynch and U.S. Trust advisors to provide clients with additional financial planning and investment resources. • Led weekly branch meetings to discuss company procedures and business development tactics related to wealth management.

Madison, Wisconsin Area

• Prepared, suggested and discussed financial planning strategies, specific to each client’s risk tolerance and goals, for lead advisors to use during client meetings and contacts.• Utilized Morningstar reporting software to compile and evaluate clients’ asset allocation. • Wrote annual client contact letters to inform clients about their portfolio’s current investments and progress towards their financial goals.• Continued financial education through social security, macroeconomic, tax planning and various other financial seminars.

Madison, Wisconsin Area

• Organized and analyzed client statements, annual tax returns, and other financial documents to prepare schedules for internal, third party and client use. • Assisted with daily administrative tasks and maintenance of clients’ records.

Middleton, Wi

• Processed retail and business transactions while providing general banking knowledge.• Learned and complied with federal banking and internal company regulations to prevent fraud.• Achieved quarterly product and service sales goals using the suggestive sales method. • Formed personal relationships with frequent customers.

Greater Minneapolis-St. Paul Area

Coordinated food and supplies orders to maintain product freshness and inventory reserves.

Greater Minneapolis-St. Paul Area

Supervised store’s daily operations and the work of 1-3 team members to maintain state health codes and store’s quality standards.

Greater Minneapolis-St. Paul Area

Managed register and provided overall customer service to guests.

Middleton, Wi

• Processed retail and business transactions while providing general banking knowledge.• Learned and complied with federal banking and internal company regulations to prevent fraud.• Achieved quarterly product and service sales goals using the suggestive sales method. • Formed personal relationships with frequent customers.