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Nathan D. White*

January 12, 2009

Nate White began his career at Great West Life in 2000. Most recently, he served as the 401(k) Regional Sales Director with their Retirement Services division.

In October 2007, Nate White joined SML to form an investment advisory and retirement planning firm. This firm which has been recently renamed to SLW Financial Services, LLC, is independently owned and operated by Gary Sitzmann, Matt Sitzmann & Nate White. Nate serves a the Managing Principal and is responsible for the strategic management and production of all qualified plans and wealth management”.

Outside of work, Nate is an avid soccer player and loves the outdoors. He received both his Bachelor's degree (1994) and MBA in Finance (2000) from Saint Mary's College in Moraga. Nate and his wife Lori reside in Alamo with their daughter Remy.

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* Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer. Member FINRA/SIPC.

Investment Advisory Services offered through SML Financial Services, LLC, a Federally Registered Investment Advisor, CA Insurance License #0G11931.
www.finra.org | www.sipc.org

 

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