Our Team

Nathan Headhsot

Nathan Clark, CFP®, CHFC®, CLU®, LUTCF®

Founder and Principal

Nathan has been a New York Life agent since 2007, helping his clients in insurance, financial, business and estate planning. He is also an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative with NYLIFE Securities LLC.

Nathan graduated from The University of Iowa, with a bachelor’s degree in communication studies, a minor in business, and the entrepreneurial certificate. He has earned several prestigious designations within the Financial Services industry including that of a Life Underwriter Training Council Fellow (LUTCF®) and Chartered Life Underwriter (CLU®), Chartered Financial Consultant (CHFC®), and finally Certified Financial Planner (CFP®), which is perhaps the most advanced designation the industry offers.  Each of these programs require approximately 400 hours of study and a minimum of 30 hours of continuing education every 2 years.

Nathan remains active in his hometown community through the Chamber of Commerce. He currently lives in Adel with his wife Jessica, and their three daughters: Stella, Hannah, and Aria.