Nate Byers, CPA/PFS –

Lead Advisor & Founder

Nate spent the first ten years of his career in public accounting, where he developed his deep background in tax. He leveraged this experience to help families with their holistic financial picture since 2015. He’s spent thousands of hours studying and seeking mentorship from the industry’s top experts to confidently partner with motivated families on their wealth plans.

Outside of work, he loves getting outside with his wife Krystal and two sons (Brody & Kaden). He often shares snippets of their adventures through his client-only newsletter. He’s a huge nerd for personal development and health and wellness topics.

nate byers-1
madison, wisconsin

EDUCATION

  • University of Wisconsin – Whitewater
    • B.A. Accounting
    • MBA, Finance
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (CPA/PFS)
  • A long list of books, research papers, podcasts, and courses

EXPERIENCE

  • Public Accounting, where I developed a deep tax and tax planning background.
    • Worked closely with business owners and real estate entrepreneurs looking to keep more of what they earned.
    • Developed my wealth planning process for retirees looking to keep more of their nest eggs.
  • Private Bank Wealth Management, where I consulted on hundreds of wealth planning engagements for high-net-worth and ultra-high-net-worth families.
    • Worked with business owners to navigate the complexities of life after ownership.
    • Solidified the one page retirement roadmap.