Nathan Sebesta

Nathan has been serving clients in the financial planning industry since 2015.

With a passion for simplifying complex financial concepts, he helps individuals and businesses navigate the challenges of holistic financial planning. Nathan specializes in advising employer groups on qualified retirement plans, including 401(k)s, SIMPLE IRAs, cash balance plans, and other tailored retirement solutions. Nathan holds a Master’s Degree in Financial Planning from The American College of Financial Services and a Bachelor’s Degree in Agribusiness from Texas A&M University. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned multiple designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Chartered Advisor in Philanthropy (CAP®) and Accredited Estate Planner (AEP®). He also maintains his FINRA Series 6, 7, and 63 securities registrations along with his life and health insurance licenses. Raised on his family’s farm near College Station, Texas, Nathan understands the values of rural living and small-town community. His commitment to ongoing education ensures that clients and their employees receive exceptional support and guidance. Outside of work, Nathan enjoys playing guitar, spending time on the lake wakeboarding with his wife, Rylie, their daughters Ava and Nora, and their dog, Memphis.