Nate Martin is developing an automized internal reporting system, used by each department, to efficiently convey necessary metrics for all employees. He drives the implementation of CRM’s, analytical tools, and reporting processes to better establish a system of accountability and service to employees, clients, and future clients. 

Previously, Nate worked in operations at JFS Wealth Advisors where his focus was auditing data for their CRM. Nate also built and launched a profitable e-commerce store and created a financial education app using the lean launchpad method of entrepreneurship.

He recently graduated from Grove City College with a bachelor’s degree in Finance and a minor in Entrepreneurship. He is completing a post-graduate leadership development program, the Nashville Fellows Program.