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Nathan Goebel CFP®


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 enjoying time with their first child, Emory, who made her grand entrance in September 2023. As a family, they enjoy traveling to new destinations (and collecting associated Christmas ornaments), gathering with friends and family, spending time with their dog, Auggie, and going on Friday date nights to Costco.