Nathan Goebel

Nathan Goebel is a Certified Financial Planner (CFP®) with a contagious laugh, vibrant personality, and passion for knowing and helping people achieve their personal and financial goals. Nathan's experience includes insurance, compliance, wealth management, and financial planning, but he longed for an environment that supported his hunger for knowledge, drive to serve others, and passion for building long-term relationships…all of which AIS Planning embodies. Nathan is driven by a genuine desire to make a positive impact in his clients’ lives and exemplifies what it looks like to have the "heart of a servant."

Outside of work, Nathan and his high school sweetheart, Brittney, are fully immersed in the joy and chaos of raising their daughter, Emory, who joined their family in 2023, and are excited to welcome their second child in 2026. As a family, they love traveling to new places and collecting Christmas ornaments that tell the story of each trip, spending meaningful time with friends and family, hanging out with their dog, Auggie, and going on Friday date nights to Costco.