MEET NATHAN

Nathan Clark

CFP^®, CHFC^®, CLU^®, LUTCF^®

Founder and Principal

Nathan Clark has been serving his clients as a financial adviser since 2007, working with individuals, families, and business owners to help them make confident decisions around insurance, financial, business, and estate planning. He believes strong financial strategies start with listening, and he takes pride in building long-term relationships grounded in trust, clarity, and shared goals.

Nathan’s approach is thoughtful and personalized, focused on creating strategies that align with each client’s values and vision for the future. In addition to his advisery work, he is an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC.

A graduate of the University of Iowa, Nathan has continued to invest in his professional education throughout his career. He holds the LUTCF^®, CLU^®, ChFC^®, and CFP^® designations, reflecting his commitment to providing knowledgeable, well-rounded guidance to the people he serves.

Nathan lives in Adel, Iowa with his three daughters—Stella, Hannah, and Aria. Outside the office, you’ll often find him cheering on the Hawkeyes, spending weekends at the lake, or coaching his daughters’ sporting events.