RICP®, CKA®, Senior Wealth Advisor
DEPARTMENT: Wealth Management
Nate Whitson, RICP®, CKA®, Senior Wealth Advisor
Nate joined Maner Costerisan in 2020 and brings nearly 20 years of financial planning and wealth management experience to the Maner Wealth team. In his role as a senior wealth advisor, Nate creates innovative and personalized financial plans to help his clients achieve their financial goals.
Nate is passionate about serving people and is driven to help them create wealth management plans that give them clarity and confidence for their futures. He takes the time to understand his client’s priorities and the vision they have for their lives. Nate is committed to building strong, long-term relationships with his clients.
Nate chose a career in financial planning because he understands the confusion and regrets people can feel when they work hard their whole life but don’t understand money or financial concepts. He finds great meaning in his work at Maner Wealth, helping people build financial plans that allow them to live with confidence. He enjoys seeing people win with money and thrive in life because of the work that he does.
A graduate of Olivet College, Nate continues to live in the Olivet area with his wife, Sarah, and their four daughters. He enjoys studying the Bible and being active with his church, hanging out with family and friends, watching Michigan football and basketball, reading, and bow hunting.
I want my personal and professional life to be centered around the same mission and values: helping people win with money and thrive at life.
These two things are central to the work I do and the 'why' I do it.
In the end, it's about people - not money. But money is the platform from which I get to work and serve others and it is highly rewarding and meaningful to me.
Years of Experience
Certified Kingdom Advisor (CKA®)
Retirement Income Certified Professional (RICP®)