Nate Waller
Director of Operations & Financial Advisor
Nate Waller serves as Director of Operations and Financial Advisor at Shepard Financial. Since joining the firm in 2016, he has brought more than 14 years of experience in the financial services industry, combining operational leadership with a client-focused approach to financial planning.
Nate specializes in building personalized strategies rooted in strong relationships, helping clients balance their current lifestyle with long-term financial goals. His approach emphasizes thoughtful planning, clarity, and long-term success.
He earned his degree in Business Administration from the University of Maine and holds FINRA Series 7 and 63 registrations through LPL Financial, as well as the Series 65 through Flagship Harbor Advisors. He is also licensed in Maine for Life and Health Insurance and serves as a Notary Public.
Nate lives in Windham, Maine, with his wife and their two children. He enjoys golfing with clients and brings the same discipline and focus from his years playing hockey into both his personal and professional life. Nate is passionate about working with clients to build a financial future they feel confident about.