Nathan White, CPFA, AIF®
As the Director of Retirement Plans Sales, Nathan White, CPFA, AIF®, helps our network of financial advisors to prospect, pitch and win new Employer-Sponsored Retirement Plan (ESRP) business. He also trains them in the best practices for servicing ESRP programs.
Nathan is an alumnus of Knox College, where he earned a degree in Economics with a concentration in Spanish after studying abroad in Barcelona, Spain. He joined Midwestern Securities in 2001. He currently serves as Executive Vice President and Director of Retirement Plans Sales at Midwestern Securities. He also serves on the Midwestern Securities Investment Committee, which oversees the Midwestern Securities Lighthouse Portfolios™.
Nathan has developed an extensive knowledge base working with 401(k)/403(b) plan sponsors on developing and servicing their defined contribution plans. He has earned the Accredited Investment Fiduciary (AIF®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation, testaments to his professional commitment to servicing the plan sponsor community. He also holds seven professional licenses, including the FINRA Series 27 (Financial Operations Principal).
Nathan enjoys outdoor activities, traveling with his family, weightlifting, and attending sports/music events for his kids. He is an active volunteer, having previously served on the Board of Directors of the Metamora Kids Wrestling Club, East Peoria Chamber of Commerce, and a small credit union.
