Nate Lee

Nate Lee brings nearly two decades of financial services experience to Scottsdale Wealth Advisory. For most of his career, he worked as a wholesaler for major insurance companies, where he trained agents and advisors in insurance and investment products and in applying them effectively. His background spans Variable Annuities, Mutual Funds, and, most recently, Fixed and Fixed Indexed Annuities, giving him a deep, practical understanding of the tools available to retirement savers.

Today, Nate focuses on helping people work through the complexities of retirement planning with strategies tailored to their individual needs and goals.

A native of Humboldt, Iowa, Nate is a graduate of the University of Iowa and a devoted Hawkeyes fan. After time away, he recently returned to his home state and now lives in the Des Moines area. Outside of work, he enjoys traveling, with a particular fondness for the mountains and anywhere he can cast a line. Go Hawks!