Broker Check

Meet The Team

Nathan Gale, CFP®

Founder & Principal Financial Advisor


Nathan has always been passionate about finance. Since 2015, Nathan has provided pro bono financial planning to servicemen and women. He holds his master’s degree in Personal Financial Planning from Kansas State University, where he also studied Behavioral Finance. He passed the CFP® exam in November 2019, and in April 2020, he began working as the lead investment manager and financial planner for Adam Scott, the industry-leading financial advisor to entertainers and the host of the podcast Red-Carpet Retirement. In 2024 he obtained his CFP® mark.

Nathan was raised in a home surrounded by music and dreamt of playing in the Chicago Symphony Orchestra. He studied with Grant Peters at Missouri State University, where he received his Bachelor of Music in Trumpet Performance. He joined the U.S. Army in 2006 and has performed in more than 30 countries worldwide, representing the United States in NATO. He’s performed for millions of people, including President Obama, Her Majesty Queen Elizabeth II, His Royal Highness the Prince of Wales, Her Royal Highness Princess Royal, and the Prince of Monaco.

Nathan lives in the Chicago metropolitan area with his wife Kristen and their furry family of 7. His passions include animals, music, sports, and charity. If he’s not at the opera, ballet, or symphony concert, he’s following his favorite teams and sports. Go Chiefs!

Holly Ward

Chief Operations Officer


Holly is a self-proclaimed Chaos Coordinator. She attended the University of Rhode Island and Utah State University and graduated with her Bachelor of Arts in Integrated Studies with an emphasis in Social Science and Human Services. She married her college sweetheart whose military career made it necessary for her to be a career chameleon. She has planned business expos and fundraisers, maintained complicated data, managed intricate logistics, recruited and trained thousands of volunteers, and served in the community. Her years of varied work experience have given her the skillset to professionally and efficiently tackle anything that comes her way.

Holly lives in Lake County, Illinois with her husband, three children, four kitties, and new puppy. She enjoys singing along to the radio, playing at the beach with her family, paddle boarding on one of the many beautiful local lakes.

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