Nate helped launch The ETF Store, Inc., nationally recognized as the first investment advisor to offer only Exchange Traded Funds. Nate is also creator and host of the weekly podcast “ETF Prime”, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.
Nate has been quoted in various national publications including Money Magazine, The Wall Street Journal, CNBC, Investor’s Business Daily, and TheStreet.com, has appeared on Bloomberg Radio & TV, and was named one of Ingram’s 2013 “40 Under Forty” in Kansas City.
He earned both his undergraduate degree in Business Administration and his MBA from the University of Kansas. He holds Series 7 and 65 Securities Licenses in addition to a Life & Health Insurance License.
Conor works with individuals and families to develop and implement comprehensive strategies to help them meet their financial goals.
With 17+ years in the industry, Conor also has extensive experience helping small business owners design and manage their retirement plans. Conor co-hosts “ETF Prime” and serves on the Finance Committee at Cristo Rey High School.
Conor attended Saint Louis University, where he received an Honors Business Administration degree with an emphasis in Finance. Additionally, he has attained the Chartered Financial Consultant (ChFC) designation and holds Series 7 and 66 Securities Licenses in addition to a Life & Health Insurance License.
Jason specializes in the research, design, and construction of investment portfolios for his clients. With 25+ years in the industry, Jason offers investment management and risk management guidance tempered by personal experience through a variety of market conditions and multiple business cycles.
Jason also co-hosts “ETF Prime”. Jason earned his degree from the University of Kansas in Business Administration with an emphasis in Economics. He attained the Certified Fund Specialist (CFS) designation and holds Series 6, 7, 63, and 66 Securities Licenses in addition to a Life & Health Insurance License.
Bill’s expertise lies in the development and implementation of client-centric investment portfolios. During his 15+ years of experience in the industry, Bill has focused on researching, evaluating, and analyzing risk-based investment strategies.
Bill currently serves as Treasurer for the Kensington Valley Homes Association and the Cottonwood Point Elementary School. Bill earned his degree from Westminster College in Business Administration with an emphasis in Psychology. He holds Series 7 and 66 Securities Licenses in addition to a Life & Health Insurance License.
David brings 25 years of experience in the investment industry, specializing in helping individuals and small businesses achieve their financial goals, with extensive personal experience guiding his clients through an array of business cycles.
David graduated from the University of Kansas with a degree in Strategic Communications in 1991, where he also played baseball for the Jayhawks. He holds Series 63 and 65 Securities Licenses in addition to a Life & Health Insurance License. He obtained the designation of Chartered Mutual Fund Counselor (CMFC) in 2003.
Elliott helps individuals plan and meet their long-term financial objectives. Elliott also served in the United States Marine Corps Reserve, a role which helps Elliott bring a unique perspective to the financial planning process.
Elliott graduated from the University of Kansas in 2006 with a major in Accounting and Business Administration and a minor in Communication Studies. He holds a Series 65 securities license in addition to a Life & Health Insurance license.
Devin provides comprehensive planning to individuals and businesses to help them meet their longer-term financial objectives. Devin is an Air Force Security Forces veteran having served both stateside and overseas.
Devin graduated from Purdue University Northwest with an undergraduate degree in Business Administration and earned his Masters of Strategic Business Leadership from the University of Indianapolis. He holds a Series 65 securities license.