Nate Goodman, CFP®, EA

Chief Operating Officer, Chief Compliance Officer, Advisor

Who makes up your family? My wife, Carly, and I were married on the beach in Aruba in the summer of 2019. We have two wonderful boys, Cole (3) & Cooper (1).

What do you enjoy most about your work? I enjoy providing advice to help make money work efficiently and effectively for clients to be able to achieve their goals. Being the trusted advisor for clients provides confidence and reassurance knowing there is a reliable and professional resource that is accessible at any time.  

What expertise do you bring to clients? I’ve been working professionally in personal financial planning for over a decade now providing advice to hundreds of client families. After obtaining my undergraduate degree in business administration from Kansas State University I attained the FINRA series 7 and 66 security registrations, as well as the KS & MO Life, Accident, and Health Insurance Agent Licenses. I became a CERTIFIED FINANCIAL PLANNER™ in 2014 and have also been a registered tax return preparer since 2012. I feel that having a well-rounded background in personal finance and asset management allows me the ability to provide holistic financial planning advice to my clients.

What is your idea of serious freedom? Freedom to me comes down to financial independence. Financial independence is having the ability to choose what you want to do and how you want to live your life without money being the deciding factor! 

Additional information about Nate is available on the SEC website at


Let’s plan for some serious freedom.

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