Making confident financial decisions can feel overwhelming. Nate Geist brings over 13 years of clarity and confidence to families and businesses by simplifying investment and insurance complexities. His thoughtful guidance helps ensure your financial plans and investments clearly reflect your heritage, values, and goals.

Nate serves small business owners, individuals, and families, skillfully adjusting financial strategies to evolving life circumstances.

Nate holds his Series 65 and is also holds life, health, and insurance licenses.

He currently lives in Olathe with his wife Ashley and their two pups. Outside the office, Nate enjoys spending his free time in the great outdoors and traveling to see family and friends.