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Nate is an Investment Analyst who provides guidance in the areas of investing, retirement, insurance, estate, and tax planning. He holds the SIE and Series 7 with LPL Financial and is currently studying for the Series 66 and Pennsylvania Life, Accident, and Health Insurance License. He recently graduated from the University of Pittsburgh with a Bachelor of Science in Finance with a minor in Economics.
Outside of work, Nate enjoys spending time with his family, taking his dog, Prime Time, for long walks, and working out.
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