About SML

Consultants

Thumbnail

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 of 2007, Nate joined SML to form its investment advisory and retirement plan consulting subsidiary, SML Financial Services, LLC, where he serves as the Managing Principal. In this role, he 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.

Related Stories: Consultants
* Registered Principal offering securities through M Holdings Securities, Inc. a registered Broker/Dealer, member FINRA & SIPC. Sitzmann Morris & Lavis is independently owned and operated. ** Registered Representative offering securities through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA & SIPC. Sitzmann Morris & Lavis is independently owned and operated. www.finra.org | www.sipc.org

 

Notice

You are leaving the SML web site and you will be viewing material from other web sites that may not be regulated by the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission.

Information in this section is not to be considered a recommendation or an offer to purchase securities.