Nathan Burger

Associate

Nathan Burger grew up in Novato, California, and earned his BS in Business Administration with a concentration in Finance from Colorado State University in 2026. At CSU, he served as VP of the Finance Committee for Sigma Phi Epsilon, where he got early experience handling the money side of a large organization and working with people toward a shared goal.
Today, Nathan lives in Kalispell, Montana, a long way from the Bay Area but a place he’s quickly made his own. You’ll often find him on a river with a fishing rod or out exploring the trails, usually with friends or family along for the trip.
Whether you’re just starting to plan or rethinking what you’ve already built, he’d like to hear your story first and help you find your next step from there.

When people understand their money, they make better decisions with it. My job is to make that understanding easy.