Nate Wallace is an experienced professional providing comprehensive back-office support for solo financial advisors. They began their career as an Academic Tutor at College Nannies, Sitters and Tutors, before taking on roles such as Office Director at Zack Wallace, RICP, and Business Development Specialist at Affiliated Benefit Consultants, Inc. Subsequently, Nate served as a Project Manager at Alight Solutions and as a Paraplanner at Abri. Currently, they are the Director of Operations at Trellis Solutions and are pursuing a Bachelor's degree in Economics with a Minor in Communications at Wheaton College.
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