Nate has extensive experience in real estate, lending, business development, marketing, and public speaking. He has over 10 years of experience in the self-directed IRA industry and holds the designation as a C.I.S.P. (Certified IRA Services Professional) from the American Banking Association. Previous to his career in self-directed IRAs, Nate worked as a senior mortgage consultant for 7 years with Silver State Mortgage, Meridias Capital, and the Royal Bank of Canada (RBC), where he gained honors with a nomination for the National Mortgage LO Rookie of the Year in 2004. Nate has also been an active real estate investor since 2002, and has educated thousands of investors on how they can best utilize self-directed retirement accounts to buy, hold, and sell alternative investments in a tax-free manner.

Some of his past accomplishments include:
1. Being named to the Top 100 People in Finance for 2019 – Top 100 Magazine.
2. Featured on SDIRA article in US News and World Report, Jan 2017
3. Featured on Fox Morning News San Antonio, Dec 2014
4. Featured on SDIRA article in US News and World Report, Feb 2014
5. Received the Certified IRA Services Professional (C.I.S.P.) from American Bankers Association 2014.