Nate Brown Email & Phone Number

As an independent financial advisor and life insurance agent, I build comprehensive financial plans to help families and businesses achieve their goals, including retirement, college education and tax efficient estate transfer.I specifically enjoy building plans for couples between 45-65 years old, who know they will need answers to their financial questions for the next 30 years and are looking to establish a relationship with an adviser in their 40's. Many baby boomers are still taking care of their parents in their 80's and 90's, and know they personally need answers to these questions for 30 more years and want their adviser to still be working throughout their retirement. I also enjoy helping new families - specifically young couples just getting married, getting ready to have children, or who have small children already. Both individuals typically work 40 hours a week and understand the importance of financial planning, but have not yet devoted the time to creating a plan.My love of connecting people and helping others is the basis for everything I do. I am always willing to find time in my busy schedule to meet new people and find ways that I can help them grow their business and network. My wife, daughters, and I currently live in Apex.Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Listed skills include Financial Analysis, Networking, Connecting People, Financial Modeling, and 34 others.