Broker Check
Nate McCardell*, CLU, CLTC

Nate McCardell*, CLU, CLTC

President

Nate attended Marquette University in Milwaukee, WI before beginning his financial services career in 2005 with Prudential; where he was recognized in his first three years with numerous citations and awards including "Rookie of the Year", "Outstanding Life Producer", and Presidents Club qualifier. In 2006 he was promoted to leadership and spent the next 7 years building a perennial award-winning team, finishing top 5 in the country three consecutive years and earning 4 Presidents Citations. While at Prudential, Nate acquired numerous industry licenses as well as his CLU and CLTC designations. In 2014 Nate left Prudential to pursue other leadership roles within the industry and in January of 2016, after returning from a family vacation to Florida, Nate's family informed him that they "much prefer sunburn to freezer burn", and shortly thereafter they relocated South to the Sunshine State.

Nate currently resides in the Tampa area with his wife Nikki and four children: Riley 11, Logan 9, Cohen 5, and Sawyer 2. Away from work Nate loves to read, play paintball and, according to his children, has a "Batman obsession". In his free time Nate is heavily involved in a local soccer club where he coaches his two sons, is active in his local church, and volunteers with the Tunnel to Towers Foundation. He also loves sports having played soccer growing up and, as he puts it, is a "die hard" Manchester United fan and Green Bay Packers fan (with whom he is a season ticket). Nate also loves music and, according to him, is well known in many not prominent musical circles as the worlds "okayest" guitar player.