Experience

Directed IRA | Directed Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Executive Director

  • Feb 2023 - Present



NuView Trust Company

• Financial Services
• 1 - 100 Employee

• Executive Director

  • Apr 2021 - Mar 2022



Quest Trust Company

• Houston, Texas

• Executive Vice President

  • Aug 2012 - Sep 2020

  Executive Vice President of Quest Trust Company, a premier self-directed IRA company that enables it's clients to use IRAs/401k(s) to purchase Real Estate, Notes, Private Entities, and other non-traditional investments. Based in Texas, Nate oversees the Sales/Marketing departments for Quest Trust Company. Quest has experienced tremendous growth over the past 7 years, and currently administrates over approximately 2 Billion Dollars in Assets for 15,000 clients, an increase of over 500% from 2012. Nate has extensive experience in Real Estate, Lending, Business Development, Marketing and Public Speaking. Previously a Senior Consultant for 6+ years with Silver State Mortgage, Meridias Capital, and the Royal Bank of Canada (RBC), where he gained honors with a nomination for the National Mortgage LO Rookie of the Year in 2003. Nate has also been an active Real Estate investor since 2002, and formerly held his real estate license with Keller Williams in 2008. Additionally, Nate is a Certified IRA Services Professional (CISP), and is regarded as one of the leading Self-Directed IRA experts across the country. He is also extremely active in the public through support to local groups like the Avondale House, Rescue Bank, Toys for Tots, The Altus Foundation, My Brother Rocks the Spectrum, and Alzheimer’s Association. Recent Accolades: 1. Named to Top 100 People in Finance for 2019 - Top 100 Magazine 2. Featured on SDIRA article in US News and World Report, Jan 2017 3. Featured on Fox Morning News San Antonio, Dec 2014 4. Featured on Success in Real Estate Radio(SIRE Radio), March 2014, April 2014 5. Featured on SDIRA article in US News and World Report, Feb 2014 5. Received the Certified IRA Services Professional(C.I.S.P.) from American Bankers Association 2014 Show less