Nate Nielsen


Operations Analyst

Nate Nielsen brings a unique blend of financial acumen and strategic thinking to the Level Best team. Holding a Bachelor of Science in Biology from Grove City College and a Certificate in Financial Planning, Nate’s journey from science to finance reflects his diverse skill set and commitment to continuous learning. With experience in organizations like Hope Church in Richmond, VA and the Financial Planning Association, Nate is deeply rooted in community and service.

Driven by a passion for optimizing operational efficiency, Nate is motivated by the transformative impact that streamlined processes can have on advisory practices. His financial planning and software integration background positions him as a valuable asset in guiding advisors toward growth and success. Outside work, Nate is a devoted husband and father, finding joy in family adventures and cheering for his favorite Survivor contestants.

Bucket List Item: Attending the Olympics

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