Meet Your Investment Team
Nate helped launch The ETF Store, Inc., nationally recognized as the first investment advisor to offer only Exchange Traded Funds. He 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 is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.
Nate is regularly quoted in various national publications including Bloomberg, Business Insider, The Wall Street Journal, Financial Times, and CNBC, has appeared on Bloomberg Radio & TV, and was named one of Ingram’s 2013 “40 Under Forty” in Kansas City. Nate also serves as a board member for the Kansas Council for Economic Education.
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.
Tim brings over two decades worth of investment and financial planning experience, having managed both institutional and individual portfolios.
Previously, Tim served as Chief Investment Officer at a regional Kansas City investment advisory firm. Prior to that, Tim was responsible for creating the Fixed Income Department at a large, national investment advisory firm and served as Director of Fixed Income. Tim got his start in the investment advisory space when founding his own Kansas City area firm in 2008. Before making the switch to helping individuals and businesses in the RIA space, Tim was a portfolio manager for several larger insurance companies.
Tim is a CFA Charterholder and a member of the Kansas City CFA Society. He earned his undergraduate degree in Economics from Columbia University in New York City and holds a Series 65 Securities License.
With 23 years of experience in the investment management industry, Brian brings a unique skillset to better serve his clients.
Previously, he worked at a large, national RIA to form a fixed income department. As part of Brian’s role as a Portfolio Manager, he worked closely with wealth managers and clients to customize and design fixed income portfolios. He also worked with institutional clients including businesses, foundations and charities. In addition, Brian served as a Portfolio Manager with Kansas City Life Insurance for 20 years and managed a $2.6 billion portfolio.
Brian brings the experience, knowledge and tools he used to successfully manage institutional portfolios to better serve individual clients.
Brian is a CFA Charterholder and a member of the Kansas City CFA Society. He earned his undergraduate degree in Business Administration from Hofstra University and earned an MBA in Finance from the University of Kansas Business School.
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.
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 in addition to a Life & Health Insurance license.