Bolder Young Professionals - Breakfast Club

Join BYP for an exciting breakfast event designed for young professionals eager to master their finances! Learn about budgeting, insurance, and financial planning from top experts, and connect with peers on the same financial journey. Whether you're looking to boost your savings, understand insurance, or lay the groundwork for future financial success, this is the perfect opportunity to gain valuable insights and tools. Don't miss out on the chance to take control of your financial future— Presented by your local experts, Jarrod Ferstl with Better Employee Benefits & Nate Samek with Robert W. Baird & Co.

Guest Speakers:

Nate Samek has been working in the industry since 2006, assisting clients and helping them build a plan to meet their financial goals. He provides comprehensive wealth management planning for individuals and families to help them achieve their life goals. His process of asking, listening, and adapting to clients changing needs provides a superior experience. He enjoys building deeper relationships with clients through advising and helping them plan for the future. 
 

Nate graduated from the University of Colorado-Boulder with a Bachelor of Arts degree in Finance in 2007. He obtained his CFP in 2014 and CIMA in 2023. Community involvement is a key passion of his whether it be through his work with Speaking Out (Out Boulder) or volunteering annually during Baird Gives Back Week. Nate is a triplet and grew up in Pueblo, CO. He and his husband, Jeff, reside in Louisville with their two dogs, Harold & Ollie. In his spare time, you can find him on the pickleball court or spending time outside enjoying the CO weather with friends and family.