Nate Heppner

Financial Planner

Nate was drawn to Peak because of the firm’s independent approach and commitment to serving clients in their best interests. He enjoys hearing firsthand how the team has helped clients. With a natural interest in both mathematics and working with people, financial planning stood out as the ideal career path for him.

Outside the office, Nate enjoys spending time with friends, exploring the outdoors, hiking with his camera, and visiting local coffee shops. Nate comes from a military family and is one of five siblings.