Nathan Samek, CERTIFIED FINANCIAL PLANNER™ practitioner and Senior Client Specialist. He has over 10 years of experience in the financial services industry. Nate provides regular, consistent, and timely contact with a comprehensive follow-up process. He will always be available to answer any of your questions or concerns.
Nate graduated from the University of Colorado with a Bachelor of Arts degree in Finance. He is a Colorado native and has spent the last 13 years in Boulder County. He is an active member of the community and serves as the Founder and President of The Steven Moore Foundation and a committee member of the Open Door Fund. In his free time he enjoys staying active; he is an avid golfer, skier, runner and world traveler.
Ali Ternan, Client Specialist. Ali has over 8 years of experience in the financial services industry. She graduated from The University of Colorado Boulder with a Bachelor of Arts degree in Kinesiology and obtained her MBA from The University of Colorado Denver in 2011. Ali brings her positive spirit, strong work ethic and previous industry experience to our group.
Ali is a Colorado native and has spent the last 16 years in Boulder County, recently moving to North East Boulder. Outside of the office, Ali loves spending time with her husband, Adam, daughter, Stella, and son, Lincoln as well as their yellow lab, Provin. Their favorite activities include biking, hiking, swimming, exploring local parks and touring local breweries.