ASSOCIATE PLANNING ANALYST

Nate is an Associate Planning Analyst at Mosaic, supporting client families through the planning process by reviewing tax, legal, business, and financial information, building financial models, and helping develop strategies that bring clarity to complex financial decisions.

Before joining Mosaic, Nate spent nearly a decade as a professional foreign exchange trader, managing his own trading business and developing systematic and discretionary investment strategies. His experience analyzing markets, managing risk, and making data-driven decisions provides a unique perspective as he helps families navigate their financial lives.

Outside the office, Nate enjoys spending time with his wife and daughter. When he is not with family, you will likely find him on the golf course working to improve his swing.