Nate Oltmans, CFP®, CKA®
Partner, Director of Advisors
Nate is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®. He is a General Securities Registered Representative and serves our clients in the development and annual review of comprehensive, written financial plans. He also builds a unique investment portfolio for each client designed to achieve their goals and dreams at an appropriate risk level. Nate joined Cornerstone in August of 2007 after a seven year US Air Force career culminating as a B-52 Instructor Pilot and the Assistant Training Flight Commander for the 23rd Bomb Squadron in Minot, ND. He graduated from the US Air Force Academy with a B.S. degree prior to Undergraduate Pilot Training in Texas.
Nate and his wife, Heather, have been married since 2000, and they have three daughters. One of the things Nate discovered as he was making the transition from bomber pilot to financial planner was that he thrives when he feels he is helping people. He wants to help improve the quality of our clients' lives. He loves watching worry dissipate from a client's face when they have a plan and a proper perspective about money. Nate loves playing with his kids and spending time with his wife.